The Contract Manager can upload the Certificate of Insurance (COI) as an Attachment on the contract record for the contract it was obtained for or create a COI dedicated contract record and upload it as the Main Document.

In either case, it is recommended that the Contract Name reflects that there is a COI attached to this contract record to enable reliable searching  To enable reliable searching, consistently use “COI” rather than other ways of referencing (Certificate of Insurance, Insurance Certificate, etc.).

If you elect to upload the COI as an Attachment on an existing contract record, you can use Obligations to manage the COI expiration date.  Refer to the Contract Management “Contract Obligations” Quick Reference Guide for additional information.

If you elect to capture the COI as its own contract record, you may use Notifications to manage the COI expiration date.  Refer to the Contract Management “Contract Notifications” Quick Reference Guide for additional information.