Updating or adding new Insurance Certificates
Cameron
|
11 steps
|
49 seconds
Safe365
1
Click into the "Admin Menu"
2
Click "Contractor Certifications"
information ordinal icon
To update an existing insurance certificare
3
Add the new "Policy Expiry Date"
4
Upload a copy of the "Certificate"
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To add a new type of insurance
5
Click on the "+"
6
Click on "Policy Type" and select "Other"
7
Add the "Policy Type"
8
Add the "Cover Amount"
9
Add the "Expiry Date"
10
Upload a copy of the "Certificate"
11
Click "Save"