How do I upload insurances manually?
Ensure your Subbie's insurance is up-to-date by manually uploading insurance documents where the Subbie is unable to do this themselves
To manually upload an insurance document for a subcontractor who is unable to do it themselves, follow these steps:
- Log into your BuildPass account.
- Click the Safety module and select Insurances from the drop-down menu.
- Choose the Upload Insurance option located on the upper right-hand side of the screen.
- Select the correct subcontractor for whom you are uploading the insurance.
- Upload the insurance document. You can rename the file, set the expiry date, and specify the type of insurance.
- Mark the document as reviewed.
- Click the Save button at the bottom to store the document in your records.
By following these steps, you can efficiently manage and maintain your subcontractors' insurance documents, ensuring compliance and safety on your projects. For any questions, contact us at support@buildpass.ai