BriteDocs: Users can now access Surplus Lines Producer role within a template

Release Date: October 2021​​​​​​

The License # field from the Surplus Lines Producer role was needed for use within BriteDocs. A new function in the BriteDocs template editor allows users to access the License #.

What’s changed?

Users can now access the aspect data from the Surplus Lines Producer role within a BriteDocs template.

How does this impact you?

A new get_aspect_data function is exposed in the template editor. This new template function calls BriteCore’s getAspectData endpoint.

This function requires two parameters:

  • id: the contact id
  • role_id: the role id

Note: These two parameters will most commonly not have to be passed manually to the template. They can be retrieved programmatically and passed to the template as context variables.