What it is and why it helps
Overview shows your nonarchived roster and documents needing attention so you can prioritize follow-up.
How to use it
- Open Overview in workspace navigation.
- Review total, Compliant, Expiring Soon, Expired, and Missing counts.
- Open affected company records from the attention table.
- Use setup prompts to add companies and choose requirements if the workspace is new.
What needs attention
The list includes expired and expiring attached documents and missing required documents. It sorts expired items first, then expiring items, then missing items. Optional missing files are not missing required work.
Statuses describe stored files and dates rather than an insurance coverage assessment. Archived companies are excluded. Refresh or revisit after changes.