Axis Portal  
 


Help Section
3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/
 
Table of Contents
  • Home
    • CONTROL PANEL
      • Work Order
        • Property Inspection Checklists
        • Dashboard
        • Messages
        • Tenant Requests
        • Preventive Maintenance
        • Visitor Security
        • COI (Certificate of Insurance)
          • Tenant COI
          • Vendor COI
          • Setting Up COI Management
            • Vendor Types
            • Policy Requirements
              • Adding Policy Requirements
            • Additional Insured
            • COIs Spanning Multiple Properties
          • Using COI Management
        • Property Inspections
        • Surveys
        • Search
      • Setup
      • Content Manager
      • My Workspace
      • Document Library
      • Communication
      • Reports
      • Lease Intelligence
    • ANGUS ANYWHERE MOBILE
    • AXIS DOCUMENTS & INFORMATION
    • COMMON QUESTIONS
    • CONTACT US
       
          Help Section          

Adding Policy Requirements
 

1.       Click Control Panel > Work Order > COI > Policy Requirements.

 

 

2.       Click on the desired Vendor Type.

 

 

3.       The Policy Requirements page is displayed.

4.       Select the Property Level Policy Requirements option.

 

Note:

         Always select Property Level Policy Requirement for the Corporate Level is reserved for special circumstances, and you will be notified by the Axis Portal support team if it is applicable to your property conditions.

 

5.       Click Browse and select the document to attach.

 

 

 

6.       Click Save Requirements. The document is attached to the vendor type.

 

Last Updated: September 05, 2018