How to add an insurance document to your PRO vendor's profile

This feature is only available for PRO Connect Subscribers

Follow these steps:

1. Click on the Vendors tab near the top.
2. Find the vendor you’d like to add this for. Note that you view a list of your vendors by clicking the List Viewicon in the upper-right.
3. Once you find the vendor you’d like to add insurance certificates for, click the plus symbol within the COI column. Note: You can have up to two COI's added per vendor profile. If you're not seeing the plus symbol, you'll need to delete an expired COI to make room.
4. Add a title for the certificate.
5. Drag and drop the file or click to browse for it on your computer.
6. Add a certificate expiration date.
7. Click Submit.