CLICK IMAGE TO EXPAND

CLICK IMAGE TO EXPAND

ADD NEW INSURANCE

Click on the ADD NEW blue button on the right of the insurance table.

  1. Select the Policy Type.
  2. Enter the Insurance Provider.
  3. Enter the Policy Number.
  4. Enter the Liability Limit (IE type 10 for 10 million) or click N/A if the policy does not have a limit.
  5. Type in the Expiry Date.
  6. Click on the upload box to add the supporting Insurance Document (NOTE: Only PDF or Images documents can be loaded).
  7. Then click on Save.

WHAT ARE LINKED CLIENTS

Linked client are only YOUR clients and ONLY YOUR CLIENTS.  Some contractors have more than one client using the system and to avoid having to load the same document IE Insurance for each client, you would select All Linked Clients.

For Selected clients:
FOR EXAMPLE, if you have a Contractor Declaration or client specific document relating to one client you can select that client from the dropdown and ONLY that client can access that document.  Once you click on Selected Client a pop-up will display the list of your linked clients to choose from.