The E-Delivery settings determine whether a user can enable E-Delivery in the Policyholder portal and how the processes are executed. Some of the settings are read only.
To enable or disable E-Delivery settings:
- Go to the Settings dashboard.
- Select E-Delivery under Settings in the sidebar.
- Select the slide to enable. Select the slide again to disable.
Table 1 summarizes the E-Delivery settings.
Table 1: E-Delivery settings descriptions.
Setting | Default | Read only? | Description |
New Flow BriteCore eDeliverable Import Time | 7:00 | No | Trigger eDeliverable automatic import. |
New Flow Send Documents on eDeliverable Import Time | No | No | Trigger eDeliverable automatic send. |
Apply BriteCore Indexing During Scheduled Import | Disabled | Yes | When enabled, BriteCore indexing will occur on scheduled import before actual importing. |
BC EDelivery flag successful if BA EDelivery object NOTIFIED | Disabled | Yes | When enabled, Use NOTIFIED state as a condition for successful E-Delivery. BriteCore will exclude document from printing queue (except certified). |
BC EDelivery flag successful if BA EDelivery object VIEWED | Disabled | Yes | Use VIEWED state as a condition for successful E-Delivery. BriteCore will exclude document from printing queue (except certified). |
BriteCore eDeliverable Import Time | Empty | Yes | This setting defines the UTC time when a eDeliverable document import from BriteCore will occur. The format is Hour:Minute where the hour value is a 24 hour type value (9:00, 17:00). |
Enable E-Delivery | Disabled | No | If the setting is enabled, a daily request will be made to BriteCore to fetch eDeliverable documents and forms and process them. |
Go Paperless Acknowledgement | Disabled | No | If this setting is enabled, a pop-up will appear where the user has to acknowledge their selection to go paperless. |
Show EXCLUDE AND DON’T PRINT | Disabled | No | EXCLUDE AND DON’T PRINT will appear as an option in the dropdown on the Open Approval screen when processing deliverables manually. Please contact a BriteApps team member to enable this setting." data-order="This setting allows you to exclude documents/forms from being processed or printed when processing deliverables manually. If enabled, EXCLUDE AND DON’T PRINT will appear as an option in the dropdown on the Open Approval screen when processing deliverables manually. Please contact a BriteApps team member to enable this setting." style="box-sizing: content-box; margin: 0px; padding: 8px 10px; border-top: 1px solid rgb(222, 222, 222); border-right: 1px solid rgb(222, 222, 222); border-bottom: none; border-left: 1px solid rgb(222, 222, 222); border-image: initial; outline: 0px; font-variant: inherit; font-stretch: inherit; line-height: inherit; font-optical-sizing: inherit; font-size-adjust: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; vertical-align: top; font-family: inherit; font-size: 16px; font-style: inherit; font-weight: normal; text-align: left; white-space: normal !important; word-break: initial !important; overflow-wrap: initial !important; background-color: inherit;"This setting allows you to exclude documents/forms from being processed or printed when processing deliverables manually. If enabled, EXCLUDE AND DON’T PRINT will appear as an option in the dropdown on the Open Approval screen when processing deliverables manually. Please contact a BriteApps team member to enable this setting. |
Use BC email if no email in BA | No | No | Use BriteCore email during E-Delivery process if the email in Policyholder portal isn’t confirmed. |
Use unconfirmed BA email | No | No | Use unconfirmed email in the Policyholder portal. |