All profile fields are required · select at least one capable scope · qualified states compile from document tags.
Solid green = legacy licensed states (rules). Light green = document tags only. Split = both. Legacy rules stay in effect until documents are fully set up.
Expiry and verification status — updated when you verify certs or upload typed documents on the Documents tab.
When enrolled, this subcontractor automatically receives certificate-renewal emails ahead of expiry, and documents they email back are auto-filed for review. Use this to pilot the workflow one subcontractor at a time.
Upload GL, WC, licenses, and other compliance files here. Each upload is filed under its compliance record, scanned for expiration dates, and (for insurance) run through policy review automatically.
Insurance policies, licenses, and filings on the compliance spine. GL/WC rows sync automatically when you verify certs on the Certifications tab. Add licenses and filings below (e.g. JRCO state GC licenses).