Compliance Documents

Upload and manage your compliance documents from the Compliance page. Documents are organized by community.

Uploading Documents

1. Navigate to Compliance in the sidebar
2. Find the community you want to upload to
3. Click Add Document
4. Fill in the document details:
   • Type — Certificate of Insurance, Workers’ Compensation, or Other Certification
   • Document Name — A descriptive name (e.g., “General Liability Policy 2026”)
   • Reference / Policy # — Your policy or reference number
   • Effective Date and Expiration Date
   • PDF Document — Upload the PDF file (max 10MB)
5. Click Add Document to save

Viewing Documents

Each document shows:

• Document name, type, and reference number
• Effective and expiration dates
• Compliance status badge (Current, Expiring Soon, or Expired)
• View PDF icon to open the uploaded file in a new tab

Compliance Status

Community admins receive email notifications when your documents are expiring or expired, so keep them up to date to maintain your active status.