Getting started with the basics - Certificates of Insurance
Managing an expiration status
Change an expiration status depending on what's going on with an specific certificate of insurance and the process the renewal is going through.
Videos in this course: 15
Course overview
01:19
Categories
02:03
Custom fields
03:47
Locations
04:21
Map view
01:57
Contacts
04:00
Expirations
03:31
Renew an expiration
01:21
Managing an expiration status
03:12
Search and filtering
03:49
Email templates
02:59
Invite your team
01:12
Import data
03:22
Expiration Reminder mobile
03:08
Integrations
01:19