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Insurance Submission Email

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The Insurance Submission Email will send whenever someone uploads insurance documents using the submission portal as a confirmation that the documents have been received. The email sends to anyone assigned to the insurance and broker roles on the contract, as well as the Account Associate assigned to the project. Additionally, the email will contain any comments the uploader leaves on the upload screen for easy communication.

The email includes the company, project, and client names, as well as the contract and company IDs so that staff users can easily navigate to the correct contract. 

The submitted documents will be available at the bottom of the contract's compliance page and in the contract's documents tab.

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