Once you have an approved Blanket COI for a subcontractor, you can then apply it to other COI requests for that subcontractor.
1. First, make sure that this subcontractor does have an approved blanket/universal. Refer to this article if you need to create the blanket/universal request.
2. Then, ensure that the project to which you are trying to apply the blanket has a "Project specific" insurance program and that the toggle for "Apply blanket COI if subcontractor has one" is on. Navigate to COIs --> My Projects and click on the project of interest to view these project settings.
3. Navigate to the Certificates tab, open the request you'd like to add the blanket to.
Scroll down to the bottom and click Apply blanket to projects in the upper right.
*If you do not see the "Apply blanket to project" button, refresh your screen, it should then appear.
4. Click into the drop-down menu and select the blanket. Then click Confirm.
Select the policies you'd like to apply the blanket to and select the blanket COI document. Then click Confirm again.
The policies will now update and you can confirm the blanket is applied when you look at the request from the Certificates page. You will see YES in the Blanket COI column next to each policy whereas previously it said NO.
