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Two ways: vendors and brokers email them to your unguessable inbound address, or you upload PDFs/images yourself on the Certificates page.

No. The AI only reads the certificate and copies its details into fields. Ordinary code checks those details against your requirements and decides the status — and nothing is marked clear to work until a person on your staff checks and confirms the details.

PDF, PNG, JPEG, and WEBP. Scanned image certificates work too.

When a vendor’s coverage is expiring, SiteSquare emails them on a schedule (30 / 14 / 7 / 1 days out). The Emails page shows everything sent, its delivery status, and whether the vendor responded with a new certificate.

Every organization’s data is isolated at the database layer, documents live in private storage and are served only through short-lived links, and every compliance change is written to an append-only audit log.

On the website, go to Settings → Plan & billing → Manage billing and cancel your subscription. You keep your account and everything in it until the end of the period you have paid for.

In the app: Settings → Delete account. On the website: Settings → Delete my account. If you are your company’s owner, that permanently deletes the company and all of its data and cancels any subscription. If you are an admin or member, it deletes only your own login — the company’s records stay. See the Delete your data page for exactly what is deleted and kept.