Add a related document to an item

In BriteLines, you can add related documents to items.

To add related a document to an item:

  1. In the BriteCore menu, select Lines.
  2. In the Lines of Business list, select the applicable line of business.
  3. On the Line Overview screen, in the Products menu, navigate to and select the applicable product.
  4. On the Product Overview screen, in the Risk Types section, select the applicable risk type.
  5. In the Items section, in the Items list, navigate to and select the item you want to add a document to.
  6. In the Edit Item box, select Coverage related documents.
  7. Under Coverage related documents, select Add Related Document.
  8. On the Create Related Document screen, select Select file.
  9. In the Select Document dialog box, use the folders to navigate to and select the document you want to add.
  10. At the bottom of the Select Document dialog box, select Select File.
  11. In the Description box, type a description of the document.
  12. Select Save Related Document.

You have successfully added a related document.