This feature is only available for PRO Connect Subscribers
Follow these steps:
- Click on the Vendors icon in the navigation bar on the left.
- Click the List view
icon in the upper-right to view a list of your vendors.
- Click the Map view
icon in the upper-right to view your vendors on a map.
- Click the List view
- Click on the vendor you’d like to add this to.
- 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 free up space.
- Add a title for the certificate.
- Drag and drop the file or click to browse for it on your computer.
- Add a certificate expiration date.
- Click Submit.