Overview
Installer/Subcontractor Documents such as Worker's Comp and General Liability Certificates can be entered and tracked in the Admin > Employee/Subs area.
Set-up
From ADMIN>EMPLOYEE/SUB, in the Doc tab of the record, enter the appropriate dates if applicable, activate the Show on List, and add the desired attachment.
Outcome
By activating the show in the List View option, Find All>List View will produce a simplified view of attached documents with an expiration date.
Vendors-v23b8.1-20240524DN-KB