Required Documents
The "Required Documents" section is where all documents needed for your enrollment are uploaded. Documents listed under the “Required Documents” section must be provided to enroll onto the CIP Program and to be compliant with the requirements of your contract. If the administrator requests any documents that only apply to certain contractors, or if you just want to provide additional documents, they can be uploaded in the “Optional Documents” section.
Click the “Add New Document” button to the right of a document to select and upload a file from your computer.
Upload Documents
The system will ask if the document you are uploading has an expiration date. If so, select “Yes” and enter the effective and expiration dates into the corresponding fields.
If the document being uploaded contains more than one required document from the list, click “Yes” for each document that is included. For example, if a file you are uploading contains both the policy document and the Certificate of Insurance, you can upload the file to the policy document requirement and then select “Yes” next to the Certificate of Insurance. The system will attach the document to each document requirement so it doesn't have to be uploaded twice.
Click the “Continue” button after uploading all required documents.
Actions and Artificial Intelligence
The name of the document on the Required Documents page will turn green when the document is uploaded. To add additional documents, click the "Add New Document" button next to the document type and repeat the upload process.
The document upload date will display to the right of the uploaded document, along with links to “Edit”, “View”, and/or “Remove” documents. Use the “Edit” link to modify the expiration dates or update which required documents are included in the uploaded file. The “View” link opens the uploaded document, and the “Remove” link will delete the uploaded document. If any of these links do not appear, it is because the administrator has not given you access rights for that action.
If your administrator has activated the artificial intelligence (AI) feature, the Certificate of Insurance (COI) will be read by the system’s AI when you upload the document. The AI will populate the fields in the enrollment form with the data from the document. If the AI is activated, there will be a blue AI icon next to the document name.