How do I review submitted COIs?

To review insurance documents: 

1. Navigate to the COI module at the top of the screen. 
   
2. Click on any project with a Pending approval status to review the insurance documents submitted for the selected COI request.
   
3. View the PDF file of insurance documents.
4. Approve or Reject each request policy.*
5. Click on Save to finalize the review. 
   
   

*Note: When rejecting a policy, entering a comment is required. After clicking Save, this comment will be shared in an email with the trade partner.