How do I apply a blanket COI to an existing COI request?

Once you have an approved Blanket COI for a subcontractor, you can then apply it to other COI requests for that subcontractor.

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.

 

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.