Sage Construction & Real Estate

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COI - certificate of insurance

Posted By PGS 10 days ago

Can I download or scan the 100+ pages of insurance certificates for our vendors, instead of manually inputting all the policy numbers?

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0 Ruth Montijo 9 days ago

This information cannot be imported but it can be written into ODBC replaceable fields using a couple of different avenues.
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0 PGS 9 days ago in reply to Ruth Montijo

Thanks for the reply.

What is ODBC, and what are the ways to add the data?

Or is there a tutorial you could link me to, or share?

TY again
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0 PGS 9 days ago in reply to Ruth Montijo

Thanks for the reply.

What is ODBC, and what are the ways to add the data?

Or is there a tutorial you could link me to, or share?

TY again
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0 Ruth Montijo 8 days ago in reply to PGS

Happy to talk to you further if you would like. You can reach me at [email protected].
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Sage Construction & Real Estate

COI - certificate of insurance

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