1. Insurance Certificates - As we move towards the release of a subbie portal for contractors to process their claims in January 2022, the first change has been released in this release.
Against a contacts details on the Certificates tab is a new Other Functions dropdown.

From this dropdown you can upload a copy of the relevant Insurance certificate. Once uploaded you can use the Download Insurance to retrieve a copy of the document when required.
A new folder called Contacts will be created in your directory structure and within the Contacts folder, there will be subfolders for each of your suppliers/subbies with the documents your uploaded.

If you are considering giving suppliers/subbies access to the portal, then you can start to upload their insurance now.
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