Upload forms

In the Lines module, you can upload forms and other documents to either a Policy Type or Line Item. If you want to include a form with every policy of a certain type, upload the form to that type. If you want to include a form only when a particular Line Item appears on a policy, upload the form to the individual item.

Upload forms to a Policy Type

To upload forms to a Policy Type:

1. In the BriteCore menu, select Lines.
2. On the Effective Dates screen, select the effective date you want to use.
3. On the Policy Types screen, in the Select a State or Province dropdown list, select a state.
4. In the Policy Types list, navigate to the policy type you want to upload a form to, and then, to the left of the policy type, select the edit pencil icon .
5. On the Details screen, in the Document(s) section, select Attach Document.
6. In the Add Attachment dialog box, complete the following steps:
   1. Select Choose File.
   2. Navigate to and select the form you want to upload, and then select Open.
   3. Select Upload.
7. To have a form code, edition number, and description appear on the form you uploaded, complete the following steps:
   1. In the Form Code box, type a form code.
   2. In the Edition Number box, type an edition number.
   3. In the Description box, type a description.
8. To choose printing options, select one of the following:
   1. To prevent the form from printing for the policy type, select Suppress Printing.
   2. To always have the form print on renewal for the policy type, select Always Print on Renewal.
9. To send a notice to the policyholder, select Notice to Policyholder, and then, in the Start and End boxes, type the appropriate dates.

Upload forms to a Line Item

To upload forms to a Line Item:

1. In the BriteCore menu, select Lines.
2. On the Effective Dates screen, select the effective date you want to use.
3. On the Policy Types screen, in the Select a State or Province dropdown list, select a state.
4. In the Policy Types list, navigate to the policy type with the line item you want to upload a form to, and then, to the left of the policy type, select the edit pencil icon.
5. On the Details screen, in the Setup section, navigate to the line item you want to upload a form to, and then, to the left of the line item, select the edit pencil icon.
6. On the Edit Line Item screen, select Setup.
7. In the Document(s) section, select Attach Document.
8. In the Add Attachment dialog box, complete the following steps:
   1. Select Choose File.
   2. Navigate to and select the form you want to upload, and then select Open.
   3. Select Upload.
9. To have a form code, edition number, and description appear on the form you uploaded, complete the following steps:
   1. In the Form Code box, type a unique form code.
   2. In the Edition Number box, type a unique edition number.
   3. In the Description box, type a description.
10. To choose printing options, select one or more of the following:
    1. To prevent the form from printing for the line item, select Suppress Printing.
    2. To have the form print when the item’s premium is a certain value, select Print only when this item's premium is [greater than] $0, and then, in the parameter dropdown list, select the parameter you want to use.
    3. To always have the form print on renewal, select Always Print on Renewal.
11. To send a notice to the policyholder, select Notice to Policyholder, and then, in the Start and End boxes, type the appropriate dates.

Considerations

By default, policy forms only print with a New Business Declaration (NB Dec) or if the form is added or updated after the NB Dec is issued. However, when the enable_notice_policyholder setting is enabled, all declarations (New Business, Renewal, and Endorsement) will include all applicable policy forms, regardless of whether they are new or updated. Forms not classified as Notice to Policyholders (NTPs) are unaffected by this setting and will continue to print as they normally do.

To verify which forms are printing with declarations (NB or Renewal), enable the include-forms-as-attachments setting. This allows you to check the list of forms included with the declarations.

When enable_notice_policyholder is enabled, policy transactions will print only the applicable policy forms.