Document Management

Document Ribbon Bar

The Document Ribbon Bar allows you to upload, view, and organize files for policies, endorsements, and submissions.

Ribbon Types:

  • Agency Ribbon: Documents related to brokers or agencies.
  • Submission Ribbon: Files linked to new or renewal submissions.
  • Endorsement Ribbon: Files tied to policy changes or updates.
  • General Ribbon: Manage individual or bulk documents.

Key Actions:

  1. Upload Documents: Attach files directly to workflows.
  2. Merge PDFs: Combine multiple PDFs into one file.
  3. Split PDFs: Extract pages from a PDF document.
  4. Index Documents: Categorize files for easy search and retrieval.
Document Management