Our CTrax solutions software provides you with a comprehensive view of your projects. Using the software, you can upload Certificates of Insurance to your desired project without fear of missing an essential component. It is a simple, user-friendly mechanism that provides various options besides this one and ensures you can track all your projects.
How to Upload a File:
On the dashboard of our software, it is necessary to select a project for which you want to add COI. Once you have chosen the project, on the left taskbar, select the option “Upload COI.”
Fill out the “Request code” or “Select insured,” and once you have finished, click on the “Search” option.
Drop the files you want to upload.
Once you select the files you want to add, click the “Upload” button. The files uploaded to the insured will be located on the “files uploaded” records.
How to import a COI batch
Follow our guide above until step 3. After the mentioned steps, you should drop the files to upload
Click on the “Upload” option. All the files will be located in the library.