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:
- Click Go To > Certificate of Insurance > COI Dashboard.
- Use the SEARCH and/or column filters to locate the intended COI.
- Click on the NAME to access the COI.
- Click CLOSE.
- Optional: Enter your closing remarks.
- Click CLOSE.
To bulk close COI:
- Click Go To > Certificate of Insurance > COI Dashboard.
- Check off each intended COI.
- Click Actions > Close.
- Optional: Enter your closing remarks.
- Click Save.
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