Access linked policies

When you link policies together to form a policy group, you can access a linked policy in the policy group from another linked policy in the same policy group. You can access linked policies from the policy header on the Overview screens or from the policy header on the Accounts Receivable screen.

To access a linked policy from the policy header on the Overview screens:

  1. Select Policies.
  2. On the Policy Search screen, locate and access the policy you want to open.
  3. In the policy header, navigate to Policy ID.
  4. Beneath Policy ID:
    1. Select the purple link icon. The Linked Policies dialog box will open. In the Linked Policies table, select the row of the linked policy you want to access. The policy will open in a new window.
    2. Select the Policy ID link next to Copied from. The policy will open in a new window.

      Note: Copied from will only appear when policies are linked by selecting the Create New Linked Policy button.

To access a linked policy from the policy header on the Accounts Receivable screen:

  1. Select Policies.
  2. On the Policy Search screen, locate and access the policy you want to open.
  3. Select Accounts Receivable.
  4. In the policy header, navigate to Linked Policies, and select the ellipsis.
  5. Select View. The Linked Policies dialog box will open with the Linked Policies view displayed by default.
  6. Navigate to the linked policy you want to view and select the open icon. The policy will open in a new window.