Overview
This article guides you through uploading your Professional Indemnity Insurance (PII) Certificate to the Network. Once uploaded, your counterparties with whom you have a business connection can view it, helping to keep your compliance documentation up to date and preventing repeat requests for evidence.
You’ll learn how to:
- Access the ‘My statement’s area
- Locate the PII Certificate section
- Complete the required fields
- Upload and publish your certificate
Uploading Your PII Certificate
Access the Statements Area
To begin uploading your PII Certificate, open the main menu by selecting the menu tab (three horizontal lines in the top-left corner of the screen).
From here:
- Select Statements
- Choose My Statements
Locate the PII Certificate Section
Once in My Statements:
- Scroll down to the Policies section
- Select PII Certificate (located on the second page)
This will open the PII Certificate form.
Complete & Upload Your Certificate
Within the PII Certificate form:
- Complete all compulsory fields as required
- Upload your PII Certificate file
Once all required information has been added, select PUBLISH to submit your certificate.
What Happens Next?
After publishing, your PII Certificate will be stored against your profile and made available for monitoring in line with Network requirements. If any information is missing or needs updating, you can return to this section at any time to make changes.
Need More Help?
If you experience any issues uploading your PII Certificate or are unsure which document to provide, visit the Knowledge Hub for related articles or contact Support for further assistance.