Adding an Attachment to a Certificate of Insurance (COI)

Updated on May 19th, 2025

This article will teach you how to attach a file to an existing tenant/vendor COI.

  1. From the Property & Facility menu, click Certificates of Insurance.
  2. From the Certificates page, select the applicable property, select All Tenants or All Vendors, and then click the name of the Tenant/Vendor for the COI that you desire to add an attachment to.
  3. From the Certificate Details page, click the Attachments tab, and then click the Add Attachment button.
  4. Once the Add New Attachment window has opened, click the Choose File button, navigate to the desired file on your computer, and click the Open button.
  5. If applicable, enter any comments within the Description textbox.
  6. Click the Save button.
  7. The file has been attached to the COI and is now visible under the Attachments tab of the Certificate Details page.
    • Note: To remove an attachment, click the checkbox next to the filename, and then click the Delete button (looks like a trash can).