Document tracking
Contractor document tracker for subcontractor paperwork
Collect insurance certificates, licenses and signed agreements from every subcontractor — and get warned before coverage lapses.
Free for up to 5 tracked profiles. No credit card required.
The problem this solves
Chasing COIs by email never ends
Insurance certificates arrive as attachments, get buried, and expire without warning.
You can't tell who is current
Without one list, checking a subcontractor's paperwork means digging through a mailbox.
Renewals are annual and easy to miss
Filedox reminds you and can request the new certificate on your behalf.
How teams use it
- Onboarding a new subcontractor with one request for all required paperwork
- Seeing every sub whose insurance expires in the next 30 days
- Keeping prior certificates archived as proof of history
- Giving a project manager access to only their job sites
Example documents
Examples only. Your business decides which documents it tracks.
Request
Send a secure upload link. No account needed.
Store
Private storage, organized by person or asset.
Find
Search names, types, files and locations.
Remind
Reminders long before an expiration date.
Expired
2
Expiring in 30 days
7
Missing
4
Awaiting review
3
Stop chasing paperwork. Autopilot automatically requests missing and expiring documents for you.
Autopilot sends renewal requests 60, 30, 14 and 7 days before a document expires, and keeps chasing anything still missing — until the document is uploaded and approved.
Turn on AutopilotFrequently asked questions
Related trackers
Every important document. Right where you need it.
Set up your first profile in under five minutes.