Set up form accessibility

By default, forms are uploaded and accessible only in the Lines module.

Note: Forms aren't accessible on individual policies.

Make forms accessible in each policy

You can make forms accessible in each policy by enabling the documents-printedonly and include-forms-as-attachments advanced settings.

When enabled, these settings:

• Add policy forms to the Attachments tab in the Declaration folder.
• Allow users to access individual policy forms from a policy.
• Determine whether Agents can access policy forms within the Agent Portal.

To make forms accessible in each policy:

1. In the BriteCore menu, select Settings.
2. On the Settings screen, select Advanced.
3. On the Advanced Settings screen, in the search box, type documents-printedonly.
4. In the documents-printedonly box, select True.
5. In the search box, type include-forms-as-attachments.
6. In the include-forms-as-attachments box, select True.

Note: BriteCore recommends clients enable these settings so users can access forms at the individual policy level.