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Add/View Insurance Policies

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The Insurance Manager is part of the Vendor Management module.  The Insurance Manager screen can be found on the vendor record tab.  Select a target vendor and click the Insurance Compliance tab.

 

Insurance Manager Tab

Part of the Vendor Management tabs

 

List of policies

By right-mouse-clicking on the list header, columns may be added, removed, and/or grouped.

 

Policy document upload

Documents must be PDFs.  clicking on the link will download the policy document

 

Adding a policy

Complete the fields to add a policy.

 

 

 

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