Insurance and membership documents
Keep your insurance certificate and professional body membership up to date, and see when each one is due for renewal.
Upload your insurance certificate
- In the menu, open Documents and choose Add document.
- Give it a Title, for example “Professional indemnity insurance 2026”.
- Set the Category to Insurance.
- Fill in Valid from and Valid until from the certificate.
- Choose the file (a PDF or a photo, up to 10 MB) and press Save.
The document shows as Current, Expiring soon (within 30 days of its end date) or Expired.
When your insurance is expiring soon, your dashboard shows it under For your attention, with a link to Upload the renewal. Upload the new certificate as a new document and the warning goes away.
Your professional body membership
- Open Settings, then the Professional body tab.
- Choose Edit membership and qualifications.
- Choose your Professional body and Membership level, and add your membership number and renewal date if you like.
- Save.
Settings and your dashboard’s Professional development panel show when it renews and whether it’s current. You can also show your membership number on your website.
If you have a membership certificate, upload it to Documents with the category Professional body membership.
Other documents
Documents keeps anything else you need to hand: your DBS, contracts, certificates, supervision agreements and safeguarding procedures. To file something against a particular client or supervisor, choose them under Linked to. It then appears on their page too.
Only you can see your documents.