In today’s Tip & Trick we take a look at how to upload a vendor’s and tenant’s COI policy requirement.

COI Policy Requirements in Angus AnyWhere are a Vendor COI feature.  As different Vendor categories may have unique Policy requirements, the system allows you to categorize vendors by Vendor Type, and upload the requirements in a single area, by Vendor Type.

If you’re looking to upload Tenant COI policy requirements, you can upload the requirements document as an attachment to each COI record, and check off the “Attach Document to Requirements Notification” option.

Then, when sending out a Policy Requirements notification, you can select that document to be attached to the notification.