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Company documents
Keep your insurance, licenses and bonds in Currity and get warned before one lapses, the same way as the crew's cards.
Add a document
- Open Documents in the menu.
- Press Add a document.
- Choose the Kind: General liability, Workers' comp, Commercial auto, Umbrella, Contractor license, Bond, Business registration or Other.
- Type a Name, and the Expiry date, or tick Does not expire. Carrier, number, issue date and notes are optional.
- Press Add the document.
- To attach the scan, press Edit on the document, then Attach a scan.
Warnings
Owners and admins get an email about company documents 90, 60, 30, 14, 7 and 1 days before one expires, on the day, and once after it lapses, at 07:00 in your time zone. A document that does not expire gets no warning. The Monday summary lists those expired or due in 30 days.
Where they show up
- On the compliance report, as a sheet of its own, and as Company documents CSV on Report.
- In the prequal packet for a project, with their scans.
- On a GC link, only when you press Show company documents for that link. The GC sees the name, kind, carrier, number, expiry and status, never a scan or a note.
Good to know
- Scans can be PDF, JPEG, PNG or HEIC, up to 10 MB.
- Owners and admins add and change them. Foremen do not see them.
- Deleting a document deletes its scan too, and cannot be undone. The audit log keeps a line saying so.
Something here does not match what you see in the app? That is a mistake on our side. Tell us.