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Projects

5 articles

Creating a New Project

Set up a new project with name, address, certificate holder, and additional insured entities.

Assigning Requirement Templates

Learn how to assign a requirement template to a project and what it controls.

Bulk Vendor Assignment

Add multiple vendors to a project at once using bulk assignment.

Project Settings

Configure onboarding phase, auto-renewal reminders, and auto-send gap notifications.

Archiving Projects

When and how to archive a project, and what happens to its records.