In the Production Documents page, you can define product documents list, any needed document in the production setup can be added in this page.

 

 

 

 

To add a new document, click  and then perform the following steps:

 

§  Enter the Name, and Name 2 of the document;

§  Select the Insurance Class from the drop-down list;

§  Select the Policy Type from the available drop-down list;

§  Check-in the Required checkbox if the documents are required as the process won’t proceed without uploading this document;

§  Check-in the Apply to policy checkbox if you want to apply the document on the policy;

§  Check-in the Apply to endorsement checkbox if you want to apply the document on the endorsement;

§  Check-in the Apply to certificate checkbox if you want to apply the document on the certificate;

§  Check-in the Apply to Declaration checkbox if you want to apply the document on the declaration;

§  Check-in the Apply to Quotation checkbox if you want to apply the document on the quotation;

§  Once you have finished, click.