Share a COI compliance report with an owner or lender
Send an owner, lender or auditor a read-only compliance report showing where your subcontractors’ insurance stands, scoped to a project and set to expire.
A shareable report is a read-only web page proving where your subcontractors stand. Whoever holds the link can open it without an account. Use it when an owner, a lender or an auditor asks for proof of compliance.Reports live in Settings → Export & sharing, under Share a compliance report. Owners and admins can create and revoke them; members see the list of links but cannot change it.
Label (optional): who you are sending it to, so you can tell links apart later.
2
Choose the scope
Scope: Every active subcontractor, or one project.
3
Choose when it expires
Expires after: 7, 30 or 90 days (30 is selected to start with), or On a date… to pick the last day the link works, up to a year from today. A number of days is counted from the moment you create the link. A chosen date lasts to the end of that day in your organization’s time zone.
The form: a label, the scope, and when the link expires.
4
Create and copy
Choose Create link, then Copy link. Copy it now: it is not stored and cannot be shown again.
Copy the link while it is on screen: it is not stored.
Your company’s name, the report’s label and project, when it was generated, and when the link expires.
Counts of subcontractors by status.
Each subcontractor, riskiest first: name, trade, status, insurer, the coverages in force with each one’s each-occurrence limit in your company’s currency, the next expiry, the reason behind any verdict other than compliant, and any exception in force with the date it runs to. The reason you gave for an exception, and who recorded it, are not shown. Up to 500 subcontractors are listed; counts cover all of them, and a longer report says so.
What these verdicts mean: each status explained in a sentence, using your own warning window for Expiring soon.
A statement of scope like the one on the CSV export: what WatchMyCover compared, what it cannot confirm, and that the report is not a coverage opinion.
A line saying the report was produced with WatchMyCover.
The report as a recipient sees it, with Download PDF at the top.
The report is read live each time it is opened, so it always shows the register as it is now. It shows no contact details, no documents and nothing about subcontractors outside its scope.
The recipient can choose Download PDF at the top of the report for a file to keep or attach to a draw request. You can too, next to Copy link, while the new link is still on screen. The file is named compliance-report-YYYY-MM-DD.pdf. It carries what the page shows: your company, the label and project, the date it was generated (in your organization’s time zone), the counts, every listed subcontractor with its status and reasons, what each verdict means and the statement of scope. It also gives each coverage’s own expiry date and prints limits in full. Every page is numbered and says that the file is a snapshot of the report on the day it was generated.The PDF works only while the link does: once a link is revoked, expires or the account is canceled, the PDF stops too. Each download counts as a load. Characters the standard PDF fonts cannot print (for example emoji, or letters outside Western European alphabets) are simplified or left out of the file; the web page shows them as entered. A currency mark those fonts cannot draw, such as the rupee sign, is written as the currency code (for example INR) so the amount still says what it is in.
Each link is listed with its label (or “Compliance report” when it has none), its project when it is scoped to one, its status (“Live until date”, Expired or Revoked) and how many times it has been loaded, or “Not opened yet”. Link previews in email and chat programs load the page too, so treat the count as an upper bound on people.To withdraw a link, choose Revoke, then Revoke link. Anyone who opens it afterwards sees “This report link is no longer active.”, the same page an expired link shows, which tells them to ask you for a fresh link. Revoking cannot be undone; if someone still needs the report, create a new link.Creating and revoking a link are both recorded in the activity log.
Once a trial has ended with no plan active, new links cannot be created. Revoking still works, so you can always withdraw a link.
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