Shared records
Documents
Track status and expiration dates across customers.
| Document | Category | Expiration | Status | Customers | |
|---|---|---|---|---|---|
| Employee Training RosterAdministrative record only; confirm the requested roster with the customer. | Training | Jun 7, 2026 | Expired | 1 | Open → |
| Certificate of InsuranceRequest the updated certificate from the broker. | Insurance | Jun 29, 2026 | Expiring | 3 | Open → |
| W-9Current signed copy on hand. | Business | Jun 11, 2027 | Current | 2 | Open → |