Updating or adding new Insurance Certificates | Scribe

    Updating or adding new Insurance Certificates

    • Cameron |
    • 11 steps |
    • 49 seconds
    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"
    information ordinal icon
    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"