A certificate was submitted via link in request email. What’s next?

1. The Account Associate receives an email notifying them that a contractor submitted a Certificate.

2. The link to the uploaded certificate appears at the bottom of the compliance tab. This is your cue to add policy details, effective dates and expiration dates.

3. Once the details have been added, the uploaded certificate disappears from the compliance page. It essentially stays on your “to-do” list until details have been added.

Adding effective and expiration dates removes the document link from the bottom of the compliance page.

4. The most recent certificate according to expiration date always displays at the top of the compliance tab.

5. Of course, all historical certificates are available for reference on the documents tab.