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Insurance templates that were created at the company level need to be imported onto the job for the templates to be available. Users can import multiple insurance templates to a job and can assign specific templates to vendors.

 

•For details on importing insurance templates, click here.

•For details on selecting All-Operations Insurance Tracking vs. Job-Specific Insurance Tracking, click here.

•For details on All-Operations Insurance Tracking, click here.

•For details on Job-Specific Insurance Tracking, click here.

•For details on setting a default template, click here.

•For details on assigning insurance templates to vendors, click here.

•For details on editing job templates, click here.

•For updating insurance templates on a project, click here.