Getting started
1. The left-hand navigation panel contains the 4 main areas of interest in the
software. Each button will take you to a different area, each with its own unique
data and layout.
2. The middle panel “Expiration Listing” will contain the various expiration notices
for your certificates of insurance and Form W9s as they get closer to expiration.
There are easy to use filters at the top of the panel to filter any of the data you
wish.
3. The right most panel “Pending Verifications” will contain verification steps you
will need to take as your contractors fill out their profile and send you the
requested documents. Once the verification is complete, the card will disappear
until a new verification comes up.
