Send files with InsVista

With the InsVista integration, you have three options for sending files:

  • Send a file quickly.
  • Review and send a file.
  • Review, update, and send a file.

Send a file quickly

  1. In the BriteCore menu, select Policies.
  2. In the Policies menu, select Processing.
  3. On the Processing screen, select InsVista.
  4. In the Unsent File dropdown list, select the file you want to send, and then select Send File.
  5. Repeat these steps for each file you want to send.

Review and send a file

  1. In the BriteCore menu, select Policies.
  2. In the Policies menu, select Processing.
  3. On the Processing screen, select InsVista.
  4. In the Unsent File dropdown list, select the file you want to review, and then review the file’s transactions.

    Note: To review the unsent files on your computer, select the Download Unsent Files icon , and then use an application like TextWrangler to open and review the files you downloaded.

  5. In the Unsent File dropdown list, select the file you want to send, and then select Send File.
  6. Repeat these steps for each file you want to send.

Review, update, and send a file

  1. In the BriteCore menu, select Policies.
  2. In the Policies menu, select Processing.
  3. On the Processing screen, select InsVista.
  4. In the Unsent File dropdown list, select the file you want to review, and then review the file’s transactions.

    Note: Repeat this step for each file you want to review, update, and send.

  5. Unselect any record with an error.
  6. To rebuild the selected files, select Build File.
  7. In the Unsent File dropdown list, select the file you want to send, and then select Send File.
  8. Repeat these steps for each file you want to send.