Attachments: Tag Setup

Related Pages

Attachment Integration Training 2: Setting Up Your Agency

Related Categories

Attachment Profiles

Attachments can be assigned a Type and User-Defined Tag in addition to being saved directly to policies.

Attachment Type and Tag columns are displayed in the following locations:

• Dashboard Tab -> Attachments
• Management Tab -> Operator\Company\Vendor -> Attachments
• Client Tab -> Attachments
• Policy Express -> Attachments
• Company Tab -> Attachments
• Vendor Tab -> Attachments

For more information, see Attachment Integration.

Attachment Tag Profile Screen

Attachment tag profiles are user-defined, created by office administrators. (Requires Other -> Security System -> AR -> Policy Transaction -> Global Access)

Create an Attachment Tag

1. Select Profiles -> Attachment Tag Setup.
2. Enter the desired Attachment Tag Name.
3. Select Save.

   

Rename an Attachment Tag

1. Select Profiles -> Attachment Tag Setup.
2. Select the existing Tag Desc from the drop-down.
3. Select Replace.

   

4. Enter the new Attachment Tag Name.
5. Select Update.

   

Delete an Attachment Tag

You cannot recover a deleted Attachment Tag.  All previously associated attachments will no longer have an Attachment Tag set. 

1. Select Profiles -> Attachment Tag Setup.
2. Select the existing Tag Desc from the drop-down.
3. Select Delete.

   

4. Confirm when prompted.