How do I renew a COI for a tenant or vendor?

This article describes the process of renewing an expired COI.

To renew a COI:

1. Click Go To > Certificate of Insurance > COI Dashboard.
2. Use the SEARCH and/or column filters to locate the expired COI.
   
3. Click on the NAME to access the COI.
4. Click RENEW.
   
5. Information from the expired COI is pre-populated in the new COI fields. If any of the information is incorrect, adjust as necessary.
6. Optional: Click UPLOAD FILES to attach the new COI PDF.
7. Optional: Enter notes in the INTERNAL NOTES
8. Click SAVE to finish the process, or SAVE AND SHARE to save and share the COI with a colleague.