New Notification Template: Certificate of Insurance | Sept 2019 Enhancement

A new template for certificate of insurance (COI) expiry has been added to CalUsource contracts – two versions available (CSU and UC). This template can be applied any time throughout the contract’s lifecycle in order to proactively manage upcoming COI expirations. By default, the notification will go out to the supplier point of contact assigned on the agreement and yourself as the contract administrator.

To add the new template, simply click on the (+) icon within the “notifications” section. Then, set a custom date based on the COI’s expiration. This will schedule the notification email to be sent out at a date in the future.

September 2019 Enhancements

Sourcing

• Hiding Supplier Name during Evaluation

Contracts

• New Notification Template: Certificate of Insurance