Take a subcontractor out of the insurance register when they stop working for you, keep their certificates and compliance history, and restore them later.
There is no delete for a subcontractor. Their certificates and compliance history are the evidence an audit or a claim will ask to see, so WatchMyCover archives them instead.
Open the subcontractor and choose Archive, then Archive subcontractor. Use this when a subcontractor is no longer working for you.
Archive, on the subcontractor page.
When a subcontractor is archived:
They stop appearing in your register, the dashboard, the export and shared reports.
Queued renewal chases are canceled, and they are not chased again.
Every upload link sent to them stops working.
They no longer count toward your plan’s subcontractor limit.
Their certificates, documents, verdict history and activity are kept. Their certificate files stay listed on the Certificates page.
The subcontractor’s page stays reachable, marked Archived: “Archived: not in your register and not chased. Restore it to chase it or send an upload link.” Chase now and Get an upload link are not offered on it; Edit, Re-check and Record certificate still are.To see archived subcontractors, go to Subcontractors and switch the Active filter to Archived.
Open the archived subcontractor and choose Restore. They return to the register, are re-checked, and chasing resumes for whatever is due now. Restoring counts against your plan’s subcontractor limit like adding one. Upload links that stopped working when the subcontractor was archived stay stopped: the next chase email carries a new one, or you can issue one by hand.
A spreadsheet row with the same company name as an archived subcontractor is not imported. Restore the subcontractor first to update it from a spreadsheet.
Documents on a subcontractor’s page can be archived separately, by an owner or admin, with Archive beside the file, then Archive document. An archived document stays on file, marked archived; nothing is deleted, and choosing its name still opens it to read or download. Archiving a document cannot be undone from the app, and an archived document no longer counts toward your document storage.Archiving a confirmed endorsement form also takes its confirmation back. Unless another form on file is confirmed for the same endorsement, that endorsement goes back to Stated on certificate, the verdict is checked again, and if chasing is on the subcontractor may be asked for the form again. You are told this before you archive one. To put it back, add the file again and confirm it.Anyone on the team can archive or restore a subcontractor.
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