This article will teach you how to add a new tenant/vendor COI.
- From the Property & Facility menu, click Certificates of Insurance.
- From the Certificates page, click the New Certificate button.
- Once the Add New Certificate window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Property | Select the property where the tenant/vendor is located. |
| Type | Select either Tenant or Vendor. |
| Insured |
Select the tenant/vendor name. Note: If the tenant is not in the drop-down list, see Adding a Tenant to a Property. Note: If the vendor is not in the drop-down list, see Adding a Vendor to a Property. |
| Earliest Exp. Date | Select or enter (MM/DD/YYYY) the earliest expiration date for the COI. |
| COI File Upload | Click the Choose File button, navigate to the .PDF file of the COI on your computer, and then click the Open button. |
- Click the Save button.
- The COI is now visible on the Certificates page.