Creating a New Project

Every compliance workflow in Inori starts with a project. A project represents a physical location, job site, or business unit where vendors must provide proof of insurance.

Create a Project

1. Navigate to Projects in the left sidebar.
2. Click the New Project button in the top-right corner.
3. Fill in the required fields:
   • Project Name — A descriptive name (e.g., "123 Main St - Renovation").
   • Address — The full street address of the project location.
   • Certificate Holder — The entity name that must appear on vendor certificates. Defaults to your organization name.
4. Click Create Project.

Additional Insured Entities

Most projects require vendors to list one or more additional insured parties on their policies.

1. In the project creation form, scroll to the Additional Insured section.
2. Click Add Entity to add each required additional insured.
3. Enter the entity name exactly as it should appear on certificates — the AI verifier matches against this text.

After Creation

Once created, your project appears in the project list with a status of Active. You can immediately assign a requirement template and begin adding vendors.