Open Financials, then Claims, then the claim, then its Claim pack. Press Download.
Under Add your documents, each document has its own tick. Your public liability and workers compensation from the company library are ticked on every job from the start.
Untick one this builder does not want. The job remembers it, so the next claim opens the same way.
For anything else, press Add documents under the ticks. Your company library opens with insurances first, or upload a file that is not in your library. Press Attach.
When you renew a certificate in the company library, the next claim carries the new one. A claim you already served keeps the version it went out with.
An expired certificate shows an Expired chip beside its tick. It never stops you serving the claim.
Each ticked document prints after the claim and its declaration. Untick Add your documents for the claim alone.
