RafterProof · vendor guide
Send your certificate securely.
Use the private upload link created for your vendor record. You do not need a RafterProof account, and your original COI is uploaded to the vendor record for the organization that requested it.
The submission
Three steps, then a manual review.
01
Open your private link
The requesting organization creates a secure link for your vendor record and shares it with you. No RafterProof account is needed.
02
Choose the original COI
Upload the original certificate as a PDF, JPG, PNG, or WebP file. The secure page is for the vendor record named in your link.
03
Submit and look for confirmation
After a successful upload, the page confirms that your COI was received. The original file is saved to that vendor record.
Coverage details are reviewed manually
A person at the requesting organization reviews the certificate and enters coverage details into the vendor record. RafterProof does not automatically read the COI. If a workspace follow-up owner is configured, that owner is notified after the original is saved.
If a correction is needed
Follow the correction instructions from the organization that requested your COI, then upload the corrected original through your current, valid secure link. If you cannot access that link, contact the requester for a current one. RafterProof does not automatically email COI correction requests, and internal COI review notes are not shown on the vendor upload page.
Current availability
Use the original document
AI extraction and forwarded-email COI intake are unavailable. Certificates are not automatically read, and forwarding a COI by email is not a submission method. Use your private link to upload the original file.