Subcontract ID
The Subcontract ID that the Required Document is attached to.
This field is available only for the snap-in for Subcontracts.
Vendor ID
The vendor identification that appears on lists and in reports. This is for the vendor who has the Required Document attached to it.
Type
The Type of the Required Document, for example, Liability, Workers Compensation. Types are set up in Required Document Types Setup .
Required
Indicates Yes or No, whether the system checks the Required Documents information for effective and expiration dates for insurance for this vendor.
Carrier
The name of the insurance carrier for the policy.
Policy / Document #
The policy or document number for the insurance policy.
Effective Date
The effective date of the policy.
Expiration Date
The expiration date of the policy.
Expiration
Click on the drop-down list and select a filter option for the snap-in. Required Document Types with these expiration parameters appear in the snap-in based on your selection. Options are:
All
Expired
Expires in 30 days
Expires in 60 days
Has Expiration Date
Document Type
Click the
icon
to display the Select Document Type
pop-up and select a Document Type to show in the snap-in. The options that appear in the pop-up are set up in Required Document Types Setup .
The default option is to show All.