Once your subcontractor submits an insurance document, you can review it inside Constrafor. You can then approve , approve with exemptions, or reject the documents.
Navigate to the COI module at the top of the page.
Make sure you are in the Certificates tab first. The request needing review will be in "Pending approval" status.
View the PDF file uploaded by your subcontractor.
At the top of the page you can reject, approve with exemptions, or approve the entire COI request(this will apply to all policies in the request, to accept/reject policy by policy, see below).
Note: when you reject a policy, a box will appear that will ask for a reason for the rejection. Rejection reasons are required and must be submitted in order to process the insurance.
At the bottom of the page, you can either approve or reject each policy independently.
When you are finished, click "Save" at the bottom.
