Features
ShowMeTheDocs tracks the insurance certificates, licenses and certifications your vendors must hold, and tells you who is compliant. Every feature is included in every plan.
Feature list
Status per requirement
See every vendor against every requirement, including minimum coverage amounts: compliant, expiring within 30 days, expired or missing.
Reads certificates for you
Upload a certificate PDF with a text layer and the reader suggests the expiry date, coverage amount, line of business and policy number. You confirm every value before it is saved.
Endorsement hints and review checklist
The reader lists endorsement wording it finds (additional insured, waiver of subrogation, primary and non-contributory) and the certificate holder name, as hints. Add contract checks to a requirement and tick them off when you review a document.
Ask the insurance agent
One click emails a vendor's insurance agent the exact wording a requirement needs. You can also switch on an automatic request when a certificate is about to expire. Agents can opt out from the email.
Payment checks
Record a payment and see which documents are received or missing: insurance, a W-9 and a lien waiver. We record the documents your vendors send. We do not check whether a waiver is legally sufficient.
Vendor self-service portal
Each vendor gets a private link to upload their own documents. No account, no login, nothing to pay.
Reminders and a daily digest
Vendors are emailed 30, 14 and 7 days before expiry, on expiry, and when a document is missing. Admins receive a daily summary only when something needs attention.
Team roles and audit log
Give each teammate a role. An activity log records uploads, vendor edits, role changes and exports, with who made each change and when.
CSV and zip export
Export your vendors and documents as CSV and zip files whenever you need them, including on a read-only account.
From requirement to reminder
Step 1
Set your requirements
Define the documents every vendor must hold, such as General Liability insurance, Workers Comp or a contractor license, with a minimum coverage amount where it applies.
Step 2
Vendors upload through a private link
Send each vendor their private link. They choose the requirement, upload the file and enter the expiry date. They never need an account.
Step 3
Reminders run and status stays live
ShowMeTheDocs reminds vendors before their paperwork lapses and keeps your dashboard showing who is compliant, expiring, expired or missing.
Start with a 14-day free trial. No credit card required.