Updating Insurance Policies or Expired Documents in Your Account

Updating Insurance Policies or Expired Documents in Your Account

Here are the steps to update a policy or document that is expiring. There is also a video walkthrough below. 

  1. Login to Your Account

    • Use your normal login details.

    • If you forgot your password, click on "forgot password" and reset it using the email the reminder was sent to.

  2. Navigate to Your Dashboard

    • Once logged in, go to your dashboard.

  3. Access Your Company Account

    • Click on "Account" and then "My Company Account."

  4. Identify the Expired Document

    • Look for the document that needs updating, highlighted in yellow as it nears expiration.

  5. Edit the Document

    • Click on "edit document."

    • Update the document number, provider (if needed), and the new expiry date.

  6. Upload the New Document

    • Upload the new document (e.g., insurance policy) that reflects the updated information.

  7. Finalise the Update

    • Click on "update document" to save the changes.

    • Verify that the new expiry date is set correctly.

  8. Seek Further  Help

    • For any questions or issues, submit a support ticket or use the online chat feature for assistance.




    • Related Articles

    • Navigating the Contractor Portal

      In this video, I walk you through navigating the contractor portal after setting up your account and adding your workers. You'll learn how to update important details like insurance policies, access training and induction information, and manage any ...

    • Managing Contractor Details and Document Updates

      In this video, I walk you through how to manage contractors' details and upload necessary documents on their behalf. Each contractor has their own profile where you can find all relevant information, including any issues or documents that need ...

    • Setting up a new Contractor Account

      This is a video that explains how to set up a new contractor account. If you prefer to read through the steps, see the detail below the video. <br> Setting Up a Contracting Account for Work Safety 1. Create Your Contracting Account 0:00 ...

    • Uploading Safety Data Sheets and Managing Company Documents in the System

      In this video, I walk you through the process of uploading safety data sheets, policies, and procedures into our system. You can easily manage these documents by dragging and dropping them in, ensuring they are in PDF format for easy access. Remember ...

    • Who can see what in the 'Documents' section of our portal?

      We have some questions recently around who has access to the documents in the company Documents section. Below I have added all of the document types, and who can view them. Only admins can add documents to this section of the portal. Document Type ...