How do I close a tenant or vendor COI?

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{Matthew Gillen}
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This article describes the process of closing a COI for a tenant or vendor that you no longer want to track a COI for. Note: If you plan to replace an expired COI with a new one, consider renewing the COI instead. See: Renewing a COI.

To close a COI:

  1. Click Go To > Certificate of Insurance > COI Dashboard.
  2. Use the SEARCH and/or column filters to locate the intended COI.
  3. Click on the NAME to access the COI.
  4. Click CLOSE.
  5. Optional: Enter your closing remarks.
  6. Click CLOSE.

To bulk close COI:

  1. Click Go To > Certificate of Insurance > COI Dashboard.
  2. Check off each intended COI.
    Screen_Shot_2021-09-20_at_9.28.09_AM.png
  3. Click Actions > Close.
  4. Optional: Enter your closing remarks.
    Screen_Shot_2021-09-20_at_9.28.35_AM.png
  5. Click Save.

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