About Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement
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Contents
About Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement
Introduction
This tab enables you to add new Condition Questions to a Case. It also allows you to add a Memorandum to the Case.
Memoranda may contain dynamic fields that can be populated when the policy document(s) is printed. A memorandum can reference values from within the Case.
Creating a New Condition in a Case
- Click on the Endorsements Tab
- Click on the Add a New Condition Button
- Search for Existing Conditions or complete the details as required
Creating a New Memorandum in a Case
- Click on the Endorsement Tab
- Click the Add a New Memorandum Button
- Search for an Existing Memorandum or Complete the Details as Required
- Click on the Save Button to save the Memorandum
Deleting a Condition or Memorandum in a Case
- You can use the Rubbish Bin/Trash Can Icon next to the Condition or Memorandum to remove the new item. Please note if you cannot see the rubbish bin icon next to the Condition or Memorandum this is because these have been added by the rule builder and cannot be deleted.
Video Tutorial
See Also
Jumping straight to a specific Case
Generating new Case Documentation
Uploading existing Case Documentation/Files