Customize a stock deliverable

You can make minor customizations to stock deliverables. To customize a stock deliverable:

  1. Log in to your BriteCore account.
  2. In the BriteCore menu, select Settings.
  3. From the Settings menu, select Deliverables.
  4. Select a state from the State dropdown list under Mass Deliverables. The Stock Deliverables and Custom Deliverables associated with that state will display.
  5. To customize a deliverable, select the pencil icon next to it.
  6. Under Fixed Components, type the text you want to appear in the Top of the Page Blurb text box. You have a limit of 60 characters. The text appears before the heading of the deliverable.
  7. Under Additional Components, select the plus icon next to Add a Text Area to add content to the Text Area block. You have a limit of 65,535 characters.
    1. Select the Help link to view a list of HTML tags you can use to add dynamic content to the deliverable. Samples of HTML tags available include:
      • {adjuster}
      • {adjuster_phone}
      • {agency}
      • {agent}
      • {agent_phone}
      • {current_expiration_date}
      • {inception_date}
      • {insured}
      • {insured_address}
      • {past_due}
      • {payoff_amount}
      • {policy_status}
      • {policy_type}
      • {return_premium_reason}
      • {todays_date}
      • {submit_bound}
      • {withdraw_date}
    2. Select the checkbox Allow Text Area to Page Break If Necessary. This is recommended to prevent formatting issues during printing.
  8. Select the plus icon next to Add a Signature Block to add text to the Signature Block.
    1. Type text in the Optional Introductory Blurb text box. You have a limit of 60 characters available.
    2. Add a Signature Label/Type in the text box. You have a limit of 60 characters available.
    3. Select the checkbox to Use Uploaded Signature Graphic.
  9. Select Save at the bottom of the screen to save your changes.
  10. Select Preview at the top of the screen to preview your deliverable.
    1. Select OK to confirm the pop-up window “Viewing the preview will save this deliverable. Do you wish to proceed?”