Upload a COI yourself

For certificates that arrive by email, or that you already have on a drive. Same result as a contractor uploading it themselves.

1. 1

   Open the Insurance tab

   Open the contractor and click the Insurance tab.

2. 2

   Add the file

   Drop the file onto the upload area, or click it to browse. PDFs and images both work — a photo of a certificate is fine.

3. 3

   Wait for it to be read

   The certificate is read as it uploads. This takes a few seconds; the card shows it working and then fills in with the carrier, coverages, limits and dates it found.

1 2 3

1. 1 The original PDF, one click away
2. 2 What was read off it
3. 3 Each coverage, with its own dates and limits

What happens on its own

• Coverages, limits and per-policy dates are extracted.
• They're checked against your required coverages.
• The contractor's status updates.
• Expiry dates go into the alert schedule, so reminders fire before they lapse.

You don't have to type a date anywhere.

What happens next