Freelock Blog: Automatically track documentation requirements

Automatically track documentation requirements Anonymous (not verified) Fri, 12/06/2024 - 07:00 Tags Nonprofits ECA Drupal Planet Automation

• Read more about Automatically track documentation requirements
• Add new comment

One of our clients is a yacht club that has their own moorage, which they lease out to members. With several hundred slips, their insurance requires them to maintain proof of insurance, up-to-date vessel registrations, and regular electrical inspections for all boats moored at their facility.

In Washington all vessel registrations renew in June, but insurance and inspections can expire any time of year. The office needs to keep copies of these documents on file.