--- title: How to Add Licenses and Insurance Documents description: Let's see how you can add all your licenses and insurance documents to your Buildern profile to keep everything organized and accessible! --- [Skip to content](https://help.buildern.com/en/articles/13773856-how-to-add-licenses-and-insurance-documents#main-content) ![logo\_icon\_text](https://help.buildern.com/hubfs/Buildern%20logo.svg) - [My Account](https://app.buildern.com/signin) Open main navigation Close main navigation - [My Account](https://app.buildern.com/signin) - [Get Started Free](https://app.buildern.com/signup) [Get Started Free](https://app.buildern.com/signup) Welcome to Buildern Help Center! - There are no suggestions because the search field is empty. 1. [Buildern Help Center](https://help.buildern.com/en/articles?hsLang=en-gb) 2. [Settings and Configurations](https://help.buildern.com/en/articles/settings-and-configurations?hsLang=en-gb) # How to Add Licenses and Insurance Documents ### How to Add Licenses and Insurance Documents Let's see how you can add all your licenses and insurance documents to your Buildern profile to keep everything organized and accessible! July 17, 2026 With Buildern, you can easily upload and store all your important documents in one convenient location. No more searching through piles of paperwork or digging through files - everything you need is at your fingertips. ### **Access the License & Insurance Settings** To upload your licenses and insurance documents: 1. Log in to your Buildern account. 2. Click the **Settings** (gear) icon. 3. Select **Licenses & Insurance**. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/eca78e05-8cfe-4737-98c4-42052a1eb3ba.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2550715861/e8ba56093b28a2ddaecac1a10487/eca78e05-8cfe-4737-98c4-42052a1eb3ba?expires=1792671300&signature=577732de0291e6cfb8b6c06c8051f0cd12e9e81d6dd8ceabd79d95ef98dc3e8e&req=diUiFs5%2FmIlZWPMW1HO4zbe9RImxr%2BQwMhTPnQKen1k83b0VPqTQfNOBcX5C%0AtiFQdQZ3v2IqXIlNFBc%3D%0A) ### **Upload Documents** To add new documents: 1. Click **Upload Files** or drag and drop files into the upload area. 2. Select the relevant license or insurance documents from your computer. 3. Wait for the upload to complete. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/1abcb3a5-79bf-4233-a220-b5d33ea3375b.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2550715860/0a775a05b0c1766ec59cdfeb919e/1abcb3a5-79bf-4233-a220-b5d33ea3375b?expires=1792671300&signature=02d9bd592ce48d657fa56d32f90ad0e3d5543deea0e955d2079191c60cb38b7c&req=diUiFs5%2FmIlZWfMW1HO4zXrWT3iPLQyQYA4VoKTlKzBLkEXZFf01Lm2rMTNA%0Av954wBz68460uz%2FmHEA%3D%0A) ### **Set Expiration Dates** After your files have been uploaded: 1. Assign an **expiration date** to each document. 2. Repeat this step for every uploaded file. Setting expiration dates helps you keep track of document validity and ensures important records remain up to date. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/8bcde9be-8c83-4a55-97b7-be644cafe444.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2550715863/b1142a98ae1b5ff253de3efd9398/8bcde9be-8c83-4a55-97b7-be644cafe444?expires=1792671300&signature=92b4852024bacb6065b7174e8251098fd6476cfe88534cfe84474eed7a763ba8&req=diUiFs5%2FmIlZWvMW1HO4zeRKaJB8rgT5%2Bi3%2BG3kziKPqRdxmQRPimKKv7%2F7u%0A%2FbQ%2BJEQw%2FbwLEW6oHH0%3D%0A) ### **Save Your Changes** Once you've reviewed the uploaded documents and their expiration dates: 1. Verify that all information is correct. 2. Click **Save Changes**. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/12d434e1-fe4a-475b-b221-1028ac411120.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2550715862/167425609538b39148543555712a/12d434e1-fe4a-475b-b221-1028ac411120?expires=1792671300&signature=c5c1755b6bb03e9a2d9617d37064b478ca580f9e67edcf79d6e0b77228599b77&req=diUiFs5%2FmIlZW%2FMW1HO4zWzOaAFZdtZim0hMOyTUa6Eu2X6MsloLRFVdjuoV%0AhehG4mul9eCykrhgA4I%3D%0A) ### Best Practices for Construction Document Management *1. Version Control for Critical Documents* **Use Case:** Maintain version control for crucial documents such as licenses and insurance policies. Whenever there's an update or renewal, upload the new document version and clearly label it with the date. This ensures that the latest and valid version is readily available, minimizing the risk of using outdated or expired documents. *2. Historical Documentation Archives* **Use Case:** Establish an archival system within Buildern for historical documentation. Use this feature at the project level to move completed files, licenses, permits, and insurance records to an archive folder. This practice keeps your project space clutter-free while preserving important historical records for future reference or legal requirements. *3. Vendor and Supplier Document Collaboration* **Use Case:** Collaborate with vendors and suppliers by sharing necessary documents through Buildern. For instance, when renewing contracts with a preferred supplier, share insurance and licensing documents directly through the platform. This ensures that all parties involved have access to up-to-date information and have everything in one place. - [Getting started](https://help.buildern.com/en/articles/getting-started?hsLang=en-gb) - [Projects](https://help.buildern.com/en/articles/projects?hsLang=en-gb#main-content) - [Getting Started with Projects](https://help.buildern.com/en/articles/projects?hsLang=en-gb#getting-started-with-projects) - [Projects Explained](https://help.buildern.com/en/articles/projects?hsLang=en-gb#projects-explained) - [Dashboards](https://help.buildern.com/en/articles/dashboards?hsLang=en-gb) - [Takeoff](https://help.buildern.com/en/articles/takeoff?hsLang=en-gb) - [Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#main-content) - [Creating and Editing an Estimate](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#creating-and-editing-an-estimate) - [Estimate Measurements](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#estimate-measurements) - [Getting Started with Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#getting-started-with-estimates) - [Importing Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#importing-estimates) - [Cost Codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#main-content) - [Getting Started with Cost Codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#getting-started-with-cost-codes) - [Importing Cost codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#importing-cost-codes) - [Proposals](https://help.buildern.com/en/articles/proposals?hsLang=en-gb) - [Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#main-content) - [Schedule Board Explained](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#schedule-board-explained) - [Importing Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#importing-schedule) - [Getting Started Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#getting-started-schedule) - [Bid Requests / Request for Quote](https://help.buildern.com/en/articles/bid-requests-request-for-quote?hsLang=en-gb) - [Selections and Allowances](https://help.buildern.com/en/articles/selections-and-allowances?hsLang=en-gb) - [Purchase Orders](https://help.buildern.com/en/articles/purchase-orders?hsLang=en-gb) - [Bills](https://help.buildern.com/en/articles/bills?hsLang=en-gb) - [Budget Tab](https://help.buildern.com/en/articles/budget-tab?hsLang=en-gb) - [Change Orders / Variations](https://help.buildern.com/en/articles/change-orders-variations?hsLang=en-gb) - [Quickbooks Online Integration](https://help.buildern.com/en/articles/quickbooks-online-integration?hsLang=en-gb) - [Xero Integration](https://help.buildern.com/en/articles/xero-integration?hsLang=en-gb) - [Client Invoices](https://help.buildern.com/en/articles/client-invoices?hsLang=en-gb#main-content) - [Client Invoices Explained](https://help.buildern.com/en/articles/client-invoices?hsLang=en-gb#client-invoices-explained) - [Getting Started with Invoices](https://help.buildern.com/en/articles/client-invoices?hsLang=en-gb#getting-started-with-invoices) - [To-Dos](https://help.buildern.com/en/articles/to-dos?hsLang=en-gb) - [Daily Logs / Site diary](https://help.buildern.com/en/articles/daily-logs-site-diary?hsLang=en-gb) - [Timesheets](https://help.buildern.com/en/articles/timesheets?hsLang=en-gb) - [Files](https://help.buildern.com/en/articles/files?hsLang=en-gb) - [Users, Roles, Permissions](https://help.buildern.com/en/articles/users-roles-permissions?hsLang=en-gb) - [Clients](https://help.buildern.com/en/articles/clients?hsLang=en-gb) - [Subcontractors & Vendors](https://help.buildern.com/en/articles/subcontractors-vendors?hsLang=en-gb) - [Templates](https://help.buildern.com/en/articles/templates?hsLang=en-gb) - [Settings and Configurations](https://help.buildern.com/en/articles/settings-and-configurations?hsLang=en-gb) - [Buildern AI](https://help.buildern.com/en/articles/buildern-ai?hsLang=en-gb) - [My Account](https://app.buildern.com/signin) [![logo\_icon\_text](https://help.buildern.com/hubfs/Buildern%20logo.svg "logo_icon_text")](https://buildern.com/) Copyright © 2026, Buildern Inc.