Text Setup

Use the Text Setup form to enter passages of standardized text to include on your agency certificates or to enter disclaimers for Invoices, Customer Statement and Checks. Once you have entered text in Text Setup, you can then select which entry you would like to include as the default text on the certificate.

 

On the certificate data entry form, you can include any passage of text that is assigned to that certificate's type, either Liability or Property. Click Append to add the text to either the Description of Operations section (Liability) or Special Conditions section (Property). See Certificate of Liability Insurance and/or Certificate of Property Insurance for more information.

  1. Open the Administration Center.
  2. On the General menu, click Text Setup.
 

You must have proper authorization to access Text Setup.

The following sections are available.

(Text List selection grid)

Displays text passage information, as entered in the data entry fields below. To expand the data fields, click New or Edit.

Text Information

Text Type: Select whether the text is applicable to:

  • Certificate of Liability - Description of Operations
  • Certificate of Property - Special Conditions
  • Checks - Disclaimer Text
  • Customer Statements - Disclaimer Text
  • Invoices - Disclaimer Text

Active: Select this check box to make the text available in the Default Text selection list on the certificate form, or as the disclaimer on checks, customer statements or invoices.

 

When you add a disclaimer to Checks, Customer Statements or Invoices, the disclaimer checks to Active and is checked as the default.

Name: Type a meaningful name for the passage of text that will identify it in the selection list.

Author: Select the name of the employee responsible for the text content. For new entries, the default selection is the logged-in user's name.

Set as Default: Select the name of the employee responsible for the text content. For new entries, the default selection is the logged-in user's name.

Text Description

Type the description of the text.

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