Deleting a Certificate of Insurance (COI)

Updated on May 19th, 2025

This article will teach you how to delete a COI using one of the two methods listed below.

A. Delete Certificate of Insurance (COI) shortcut (directly from index page)

  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, locate the expired COI that you desire to delete, and then click the Actions icon located underneath the status of the COI.
  3. Select Delete from the drop-down menu.
  4. Once the Delete Certificate window has opened, click the Delete button.
  5. The COI has now been deleted.

B. Delete Certificate of Insurance (COI) action

  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 delete.
  3. From the Certificate Details page, click the Deletebutton.
  4. Once the Delete Certificate window has opened, click the Delete button.
  5. The COI has now been deleted.