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