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Answer

Checked before it reaches you

Your partner answers from a link, and the checks on the request run on their screen before the record is sent.

Answer

They know exactly what you meant

The record, the date and every check are on their screen in plain words before they upload.

A photo of the stamped paper is one of the things they can send.

Northgate Group asked you for one record

Ridgeway Logistics · this link is yours, there is nothing to sign in to.

Certificate of Insurance, general liability

Site works contract NG-2026-114 · policy year 2026

Needed by Friday, 30 January18 days left

Before this reaches Northgate, Engrama checks:
  • FieldPolicy number reads GL-8842-06
  • StatementThe coverage includes anyone working on our site

Northgate sees the record you send and nothing else here.

The request as the partner sees it: the record, the date and the checks, before they upload.
Answer

A flag is one question

Your partner answers it in place, sends the record anyway with a note, or declines and says why.

Engrama proposes. A person approves. The trail records who decided and when.

Two lines to look at before this is sent

  • Policy numberYou sent GL-8842-05. Northgate asked for GL-8842-06.Page 1, policy details
  • Coverage includes anyone working on our siteFound: coverage excludes subcontractors and temporary labour.Coverage schedule, page 1, line 6

Engrama reads what the record says. It does not underwrite the policy.

A flagged line on the partner's screen, with the ways they can answer.
Answer

They keep what they sent you

What they send stays on their side, typed and dated, with the expiry alerts on it.

Your records

Free, for what you upload

One record expires in the next 60 days.

  • Certificate of Insurance, general liability · 2026Sent to Northgate Group · 2 FebruaryCurrent
  • Operating licence · Ridgeway LogisticsExpires 20 March46 days
  • Health and safety policy, signedExpires 3 March 2027Current

These are the records you uploaded. Each requester sees only what you sent them.

The partner's own records, typed and dated, with the expiry alert on the one that goes first.
Answer

Turn the same screen around

When your own customers ask you for records, you answer from what Engrama already holds, and each answer goes to the one customer who asked.

Your records

Free, for what you upload

Ellingham Property Services asked you for one record.

Operating licence

Needed by 6 March

The same library, with someone else's request arriving.

Watch your partner's side

We will run one of your own requests from your partner's side on the call.