You can make minor customizations to stock deliverables. To customize a stock deliverable:
- Log in to your BriteCore account.
- In the BriteCore menu, select Settings.
- From the Settings menu, select Deliverables.
- Select a state from the State dropdown list under Mass Deliverables. The Stock Deliverables and Custom Deliverables associated with that state will display.
- To customize a deliverable, select the pencil icon next to it.
- 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.
- 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.
- 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}
- Select the checkbox Allow Text Area to Page Break If Necessary. This is recommended to prevent formatting issues during printing.
- 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:
- Select the plus icon next to Add a Signature Block to add text to the Signature Block.
- Type text in the Optional Introductory Blurb text box. You have a limit of 60 characters available.
- Add a Signature Label/Type in the text box. You have a limit of 60 characters available.
- Select the checkbox to Use Uploaded Signature Graphic.
- Select Save at the bottom of the screen to save your changes.
- Select Preview at the top of the screen to preview your deliverable.
- Select OK to confirm the pop-up window “Viewing the preview will save this deliverable. Do you wish to proceed?”