In this topic, we continue our discussion of the Policy Data tab.
The Certificates tab is used to view, add, and edit certificates for the policy. In this topic, we discuss the controls and buttons located on the Certificates tab. The Process Certificates workflow provides a thorough overview of adding and managing certificates.
Certificates are displayed in the grid. The Certificate Type pane displays the types of certificates on the policy. The buttons displayed in the Action pane and described in the table below can be used to manage certificates on the policy. Alternatively, you can right-click the grid to see the menu.
|
Button |
Function |
|---|---|
|
|
Add a new certificate of insurance as discussed in Certificate of Insurance and ACORD Form Editor. |
|
|
Edit the selected certificate as described in Process Certificates. |
|
|
Add a certificate holder to the selected certificate |
|
|
Edit the certificate holder for the selected certificate |
|
|
Print the selected certificate |
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