Insurance - Uploading Insurance Documents to all Policy Holders
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You can receive documents into an insurance policy and have them saved to all properties covered by that policy.
To use this function, you will need to have an Insurance Policy Documents Document Type set up. See Document Types for more information.
- Navigate to the Insurance tab, and open your policy.
- Click on the Documents tab inside the policy.
- Click Receive in the action panel on the left.
- The Source Type and Insurance Policy fields will be auto-populated.
- Select a Development, or leave at --SELECT-- to apply to all developments covered by that policy.
- Select a Document Type.
- Leave the Audience Type as Private (Account only).
- Select a Web Document Type if you would like the insurance document to show on the client portal.
- Add a Description, and any relevant internal Notes.
- Click the ... icon next to Upload File to browse for your insurance document.
- Tick the Apply Document to All Policy Holders box.
- Click Save.
- A pop-up will confirm that the document has been successfully uploaded. Click OK to dismiss.
The document will now be available in the Letters Documents tab for each individual client.
If you added a Web Document Type the document will also be visible for all clients in the Documents tab of their portal account.
If you add new properties to a development, they will not automatically pick up the insurance document. You will need to delete the document from the Documents tab on the policy, and re-add it.
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