Gen 3

Documents

Gen 3

Documents

Document attachments in BriteCore

You can set triggers in BriteCore to generate documents at different points in the policy lifecycle and workflows. Documents are accessed in the Attachments screen of BriteCore product modules (Quote, Contacts, Policies, Claims, etc.). A folder is automatically generated for each document by default. The folder name is the same as the document name.

For more information on other features available in Attachments, refer to the Attachments documentation.