Set up form appearance on documents

Forms can appear on the Declaration, Quote Summary, or Policy Application. By enabling a couple of settings, you can change where and in what order forms appear on documents.

Form location on documents

On a document, a form can be located in one of two places:

  • At the bottom of the first page
  • On a separate page

At the bottom of the first page

A form’s default location is at the bottom of the first page of a document, which is where the Form Code and Edition Number are displayed.

Example:

On a separate page

To have forms appear on a separate page, you need to enable the Show Form Descriptions on Declarations, Quote Summaries, and Policy Applications setting. When forms appear on a separate page, the Form Code, Edition Number, and Description are displayed.

Enable the Show Form Descriptions on Declarations, Quote Summaries, and Policy Applications setting

To enable the Show Form Descriptions on Declarations, Quote Summaries, and Policy Applications setting:

  1. In the BriteCore menu, select Settings.
  2. On the Settings screen, select Deliverables.
  3. On the Deliverables screen, in the Options section, select Show Form Descriptions on Declarations, Quote Summaries, and Policy Applications.

Order of forms on documents

On the Declaration, Quote Summary, or Policy Application, forms can appear in one of two orders:

  • Default order built by the Lines module
  • Alphabetical order

Order built by the Lines module

By default, the Lines module setup governs the order in which forms appear on documents.

By type

Documents uploaded to the Policy Type section appear first. After that, forms appear in the order of line items:

  1. Coverage
  2. Adjustment
  3. Non-rate

Within a type

Within each type subset, the order of forms is the order in which the line items are built.

Examples:

Line item forms appear on documents in the order the line items are built.

 Build order Form order on deliverables
  • Coverage A
  • Coverage B
  • Coverage C
  • Coverage A
  • Coverage B
  • Coverage C

However, if you change the order of the line items, then the order of line item forms on documents changes to match the new order.

 Change line item order after build Form order changes to match
  • Coverage C
  • Coverage B
  • Coverage A
  • Coverage C
  • Coverage B
  • Coverage A

Alphabetical order

You can enable the sort-forms-in-dec setting to have forms appear in alphabetical order on documents.

To enable the sort-forms-in-dec setting:

  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 sort-forms-in-dec.
  4. In the sort-forms-in-dec box, select True.