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How do I edit contacts on an existing COI request?

The COI request contacts are the people at your counterpart's company who will be receiving Constrafor's emails regarding the specific request. These contacts can change, we understand. Here's how to edit them. 

  1. Under COIs --> Certificates, select and open the specific COI request you are looking for. 
  2. Once you are in the COI detail page, locate the pencil icon next to "Subcontractor".
  3. Click on the pencil icon,
  4. The following pop-up will appear, where you can add new users, uncheck current contacts, check existing contacts.
  5. Make your edits, click save, and you are done!