This article will teach you how to search for an existing tenant/vendor COI.
- From the Property & Facility menu, click Certificates of Insurance.
- From the Certificates page, click the Search button.
- Upon clicking the Search button, complete the form presented:
Field | Explanation |
---|---|
Property Name | Select the property for the COI. |
Status | Select the status of the COI. |
Type | Select the type of the COI. |
Expires Before: | Select or enter a date (MM/DD/YYYY) prior to the expiration date of the COI. |
Insured? | Select the name of the tenant/vendor COI. |
- Click the Show Results button.
- Click the ID of the COI that you were searching for to view its details.
- The COI has now been located.