We’ve recently updated and enhanced our Insurance tab, specifically with our new Business Insurance Certificates Automation feature! Let’s get into how we can use this new feature to retrieve a requested certificate in PDF form.

  1. Firstly, we want to navigate to the left-hand side of the dashboard page and hover over the “Insurance” tab, and click into the Certificate Holders section.

  2. Once you are brought into the Certificate Holders window, there will be a "+ Add Holder" green button on the right corner to add a Holder's information.

  3. Once the appropriate information is entered and saved, you'll want to hover over the Insurance tab on the left-hand side again, and go into the "Business Coverage" section.

From the list of available insurance coverages, select your choice and make sure you click on the three lines within that insurance coverage! The "certificates" option will appear, and most importantly, after clicking that you will be able to request an insurance certificate for this specific coverage!

Hitting "Request Certificate" will prompt you to enter a few details, including the holder that this certificate is for, and other information.

The final result, after following the ordered steps below, will result in the certificate being generated AUTOMATICALLY (yes, this is new) and being available for instant download in PDF format!

And that's it! You've successfully requested & generated an Insurance Certificate through our new automation feature! Pretty easy, eh?

If you have any further questions on this subject, you can reach out to our team at 1-800-610-9501, or, use our in-app messaging feature by logging into our secure site and initiating a conversation.

To learn more about our cost-effective and user-friendly cloud-based time and attendance software, check out our website at Fingercheck.com. Interested in our services? Sign up for a 30-day free trial and get started with FingerCheck today.

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