General settings for deliverables

To view and update the general settings for deliverables:

1. In the BriteCore menu, select Settings, and then select Deliverables.
2. On the Deliverables screen, there are four main sections:
   1. Graphics: Upload the company logo and a signature graphic.
   2. Header Information: Update company contact information.
   3. Agent/Agency Display on Deliverables: Choose to display agent or agency information on the deliverables, as well as whether to send agent/agency email copies of deliverables.
   4. Options: Set specific deliverable preferences.
3.  To upload a company logo:
   1. Next to Company Logo, select Upload.
      
      Notes: The image will appear on all stock deliverables and all custom deliverables that don’t have Built-in HTML turned on. You can access the image via a Jinja function on custom deliverables with the Built-in HTML turned off. 
      
   2. Select the magnifying glass icon to view instructions on how to optimize your signature graphic.
   3. Select Choose File, navigate to your company logo image (file must be a .jpg or .gif), and then select Upload.
4. To upload a signature graphic:
   1. Next to Signature Graphic, select Upload.
      
      Note: The image will appear on signature boxes added to stock deliverables. It also displays on all custom deliverables that don’t have Built-in HTML turned on.
      
      
   2. Select Choose File, navigate to your company logo image (file must be a .jpg or .gif), and then select Upload.
5. In the Header Information boxes, type the information you want to include.
   
   Note: The text will display at the top-right of all stock deliverables. It also displays on all custom deliverables that don’t have Built-in HTML turned on.
   
   
6. To choose which option displays on the deliverables, in the Display dropdown list, select either Agent & Agency or Agency Only.
   
   • Select the checkbox if you want to Include both agent copy and insured copy of deliverables in agent emails.
7. Under Options, select the specific preferences you want to set:
   • Add Primary Insured’s phone number to all Deliverable copies.
   • Add Primary Insured’s mailing address to all Deliverable copies.
   • Show Form Descriptions on Declarations, Quote Summaries, and Policy Applications.
   • Show Coverage Effective Date for Mid-Term added coverages on Amended Declarations.
   • Show the Change in Premium and Fees on Amended Declarations.
   • Show Supplemental Group Titles on Declarations, Quote Summaries, and Policy Applications. 
     
     Notes: This setting allows you to display the titles of each group of questions on deliverables. The Supplemental Group Titles refer to the Supplemental Questions set up in Lines. 
     
     
   • Show Scheduled Items in the Rating Information section for each Line on Declarations, Quote Summaries, and Policy Applications.
   •  If fees total $0, omit the total on the Declaration, Quote Summary, and Policy Application.
   • Embolden the policy/quote id on Declaration, Quote Summary, and Policy Application.
   • Display deductible for adjustments in Declarations.
   • Display the year built instead of the age value in Declarations (Dependent on lines configuration).
   • Display coverage limit value even when the limit is zero.