Question 1

What documents can SubCertify track?

Accepted Answer

SubCertify keeps Certificates of Insurance (COIs) and W-9s with subcontractor records. Insurance policy expiration dates can be tracked with those records.

Question 2

What information can I record for a specialized license?

Accepted Answer

A specialized-license record includes its name, expiration date, document, and displayed status.

Question 3

How does SubCertify help track insurance renewals?

Accepted Answer

SubCertify emails reminders 30, 14, and 7 days before an insurance policy expires. The dashboard displays document status.

Question 4

How can a subcontractor upload a renewed COI?

Accepted Answer

A subcontractor can use a secure upload link to submit a renewed COI without creating an account or setting a password.

Question 5

Can a subcontractor send a W-9 through an upload link?

Accepted Answer

Subcontractors can use a secure upload link to submit documents such as COIs and W-9s without an account or password.

Question 6

Does a subcontractor need an account to use a secure upload link?

Accepted Answer

No. A subcontractor can upload a COI or W-9 through the secure link without creating an account or setting a password.

Question 7

Does SubCertify determine whether a COI meets contract requirements?

Accepted Answer

SubCertify stores COIs with subcontractor records and displays document status. Review the COI against your own project requirements.

Question 8

What should I do if an upload link does not work?

Accepted Answer

Contact the business that requested the COI or W-9. Subcontractors can submit those documents through a secure link without an account or password.