Attributes

Managing Insurance Certificates (Attributes Tab)

The Attributes tab in the User Profile allows you to manage your insurance documentation. This section is essential for compliance and lender visibility. Keeping these records up to date ensures that your firm remains eligible to receive and complete assignments through PARCEL.

Insurance Certificates

In the Insurance Certificates section, you can view, edit, add, or insurance documentation. This information is made visible to requestors to verify your compliance before assigning a job.

Viewing Existing Certificates

• The certificate table lists all uploaded E&O insurance entries, including:    

  • Type (e.g., Errors & Omissions, General Liability, or Other)

  • Carrier (insurance provider)

  • Amount (coverage amount)

  • Expiration Date

  • Certificate – A link to view the uploaded file

Editing or Deleting a Certificate

• Click the pencil icon to edit an existing row.

• Click the trash icon to remove the certificate entirely.

Adding a New Insurance Certificate

1. Click the ADD Insurance Certificate button below the table.
   

2. A new, editable row will appear.

3. Fill out the following fields:    

   • Type – Select from the dropdown (e.g., Errors & Omissions)

   • Carrier – Enter the name of the insurer

   • Amount – Enter the coverage amount

   • Currency – Choose a currency type (e.g., USD)

   • Expiration Date – Use the calendar tool to select the date

4. Click Upload Certificate to select and attach a PDF file.

5. Click the blue checkmark to finalize the entry, or the X to cancel.

Note: Certificates must be in PDF format and under 100MB in size.