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Help Section
3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/
 
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          • Tenant COI
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          • Setting Up COI Management
          • Using COI Management
            • Adding a COI
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            • Policies and Compliance Tab
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            • History Tab
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            • Deactivating a COI
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          Help Section          

Deactivating a COI
 

Tenant and vendor COI's can be deactivated when they are no longer valid.

 

To Deactivate a COI:

 

1.       Click Control Panel > Work Order > COI > Tenants/ Vendors

2.       Locate the desired tenant or vendor and the COI to be deactivated. Click the Certificate of Insurance link or double-click on the row to view the COI details.

 

 

3.       Click Deactivate, located near the top-right corner of the screen.

 

 

4.       In the confirmation window that appears, click Yes. The COI is now deactivated.

 

 

Last Updated: September 05, 2018