WrapSheet users can notify CR Solutions of a new contract by completing the Contract Award form. This caputures all information needed to add the contract to CR Certify, which streamlines the setup process.
Locate Your Project and Click Add New Contract
Navigate to the appropriate project by using the Search Bar at the top of the page, or by expanding the hierarchy tree in the left-side menu. Then, on the Documents tab, click the Add New Contract button.
Complete the Contract Award Form
Enter all the information you have for the new contract. At minimum, the following information must be provided:
- Company Name
- Point of contact to recieve insurance requests. This includes a first name, last name, and email address
You can also choose to provide additional information such as a Federal ID number, a contract number, and any relevant documents.
Submit and Wait for Confirmation
Once the form is submitted, an email notification is sent to the Account Associate assigned to your project, with you copied on the message. Please allow up to 2 business days for the associate to review the request and add the contract to CR-Certify.
