Licence and insurance vault

Licences and certificates tend to live in old emails and the glovebox. The Compliance vault keeps them in one place and emails you before they run out.

The vault is part of the Compliance add-on, which needs the Pro plan. Switch it on in Settings → Add-ons, then open Compliance from the menu.

What you can store

• Licences and registrations
• Public liability and workers compensation
• Vehicle insurance, and tools and equipment insurance
• White card, first aid, asbestos awareness, working at heights, RSA
• Anything else, under Other

Each document can belong to you, a crew member or one of your subbies.

Adding a document

In Compliance, add a document. Pick who it belongs to and what it is, then fill in what you have: title, issuer, number, issue date and expiry date. Attach a scan or PDF if you like. Only the type and owner are required.

Upload the full policy schedule rather than just the cover page. The schedule shows the limits and who's covered.

Expiry reminders

Karven emails you 30, 14 and 7 days before a document's expiry date. If you add one that's already close to expiry, you get one reminder rather than three. When you update the document with the new expiry, the reminders start again for the new date.

Your public liability certificate on quotes

Separately from the vault, you can upload your public liability certificate once (search Settings for "insurance"). It goes on the footer of your quote PDFs, and a verified badge shows on your public business page.

Subbies

Subbies' documents live on each subbie's page under Subbies. You can ask a subbie to upload their own: they get an email and a link to their own Karven subbie login, where they can upload documents, see their RCTIs and sign agreements. See RCTI.

What Karven doesn't do

Karven doesn't issue licences, sell insurance or tell you what cover you need. Your licensing body and your broker do that.

For the overview, see licences and insurance in Karven.