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Duplicate Insurance & Certificates

Make a copy of an existing insurance policy, license, bond, or certification within ConstructionOnline™

BACKGROUND 

In construction, managing a vast array of insurance policies, licenses, bonds, and certifications is a continuous effort. Often, a company might need to generate new credentials that are very similar to existing ones. This could happen when a policy needs a minor adjustment for a new project or a bond is required for a different phase of the same project. Creating these new documents from scratch can be time-consuming and introduce opportunities for error, especially when many fields remain the same. 

ConstructionOnline enables users to duplicate existing credentials to quickly create a copy, pre-filled with most of the necessary information. This feature significantly streamlines the process of generating new, similar documents, saving valuable time and reducing the risk of manual data entry mistakes. 

⚠️ Important: Archived credentials cannot be duplicated.

HOW TO DUPLICATE INSURANCE & CERTIFICATES

  1. Navigate to the Insurance & Certificates feature and select the desired option (Insurance, Licenses, Bonds, or Certifications).
  2. Locate the desired credential you wish to duplicate. 
  3. Right-click on the credential and select the "Duplicate" option.

    Duplicate insurance and certificates in ConstructionOnline
    1. This will create a copy that will appear within the list view.
       
      The original and copy of a credential in ConstructionOnline

➡️ Pro Tip: Duplicate multiple at a time by selecting their checkboxes, right-clicking any of the selected credentials, and choosing the "Duplicate" option. 

ADDITIONAL INFORMATION 

  • Subscription Level: ConstructionOnline's OnGuard™ Insurance Tracking feature offers different levels of coverage based on the subscription tier:
    • Team subscriptions include tracking for insurance policies.
    • Business and Enterprise subscriptions include tracking for insurance policies, licenses, bonds, and certificates.  
    • For all other ConstructionOnline plans, the full Insurance Tracking feature (including policies, licenses, bonds, and certificates) is available as a Per-Company Add-On.
  • Permissions: Admin Users and Company Users with "Can Create, Edit, & Delete" permissions for Certificate Tracking can duplicate Insurance & Certificates. 
  • CO™ Mobile App: Currently, the OnGuard Insurance Tracking feature is exclusively available through browser access to ConstructionOnline. 

HAVE MORE QUESTIONS? 

  • Frequently asked questions (FAQ) about Insurance & Certificates can be found in the article FAQ: Insurance & Certificates.
  • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.