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Koffyr Documentation

Your document vault

Who this is for

Section titled “Who this is for”

Any team member — agent, admin, or owner — who needs to find, download, or trace a document Koffyr has generated or received for your agency.

Before you start

Section titled “Before you start”

Documents appear automatically as your agency issues COIs and other certificates — no manual upload is required for Koffyr-generated documents. Your agency’s document vault is accessible from Library → Documents.

Step-by-step

Section titled “Step-by-step”

View your documents

Section titled “View your documents”
  1. Go to Library → Documents in the left navigation.
  2. The page loads in two sections:
    • Owned by us — documents whose originating vault belongs to your agency (certificates you have generated for clients, for example).
    • Shared with us — documents shared with your agency from an insured’s vault; visible while the originating COI request is active and within its access window.

Understand a shared document

Section titled “Understand a shared document”
  1. In the Shared with us section, each row shows:
    • The source organization (the insured the document belongs to).
    • A link to the originating request — click it to open the request detail.
    • An expiry badge showing how long your access lasts (for example, “Expires in 2532d”). When no badge appears, access is open-ended.
  2. Once a request reaches a terminal state (declined, cancelled, expired, or terminated) and the access window has passed, the shared document no longer appears in this section.

Download a document

Section titled “Download a document”
  1. Locate the document in either section.
  2. Click the Download icon on the row.
  3. The file downloads to your device automatically.

Rename or delete an owned document

Section titled “Rename or delete an owned document”
  1. In the Owned by us section, click the Edit icon on a document row to open a rename dialog.
  2. Enter the new name and confirm. The change takes effect immediately.
  3. To delete an owned document, click the Delete icon on the row, then confirm in the dialog that appears.

Note: Shared documents from the ‘Shared with us’ section are read-only — Edit and Delete actions are not available on those rows.

What happens next

Section titled “What happens next”
  • Issued COIs land in the Owned by us section automatically when a request is approved and the certificate is rendered.
  • When your agency is granted shared access to a document via a COI request, it appears in Shared with us immediately.
  • Access to shared documents is time-bounded: by default, COI requests grant access for seven years (matching typical E&O retention). The expiry badge shows the exact countdown.

Troubleshooting

Section titled “Troubleshooting”

A shared document has disappeared. The originating request moved to a terminal state (declined, cancelled, or terminated) and the access window has expired. Check the request’s current status on the Requests page.

I can’t see any documents. Your agency must have issued at least one COI request — documents are generated at issuance, not before.

Section titled “Related”

Last verified: 2026-07-14