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New feature
3 years ago

Manage insurance policies for your Suppliers 🛡


Send out work orders with peace of mind knowing your suppliers are adequately insured by adding, storing, searching and maintaining insurance policies and status for your suppliers or contractors under their contact record in Re-Leased. With one single source of truth you can qualify suppliers quickly because you're one step ahead of your records in Re-Leased.

Under a supplier contact record you will now see an insurance tab where you can have all the magic happen. Colour coded policy statuses make it clear if a supplier is good to go, if they have a policy that’s expiring soon or if it already has. 

If a policy is expiring soon (within 30 days) or has already expired simply send an email template to the supplier to request an updated policy. To see an overview of all your suppliers insurance records, you can run a report to see the policies across your contacts or add them to your dashboard calendar 🦄

Avatar of authorCaleb
New featureimprovements
3 years ago

Who Wants to Download a Document Just to Check one Thing

You can now preview uploaded documents inside the Re-Leased platform without having to download them. Simply click the magnifying glass icon next to an uploaded document to open the file. Once you have finished just click the exit button on the top right to resume your mission.



Avatar of authorCaleb