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Refine Certificate Folder

The Refine Certificate Folder form allows you to enter specific criteria (e.g., date range, holder name prefix, etc.) to filter certificates that you see in eForms Manager for the customer.

ClosedAccessing Refine Certificate Folder

The Refine Certificate Folder form is available from the View menu of both the Certificate of Liability and the Certificate of Property forms.

It is also available from the View menu of eForms Manager.

ClosedRefine Certificate Folder Selections

Field

What is this?

Certificate Selection

Field/Option

What is this?

Certificate Type

  • Defaults to All.

  • Select from the list to refine the Liability or Property certificate folder.

(Folder View Options)

Option

What is this?

All Certificates

Select this option to include all certificates in the folder view.

Certificates added in the last ___ year(s).

Select this option, and then enter the maximum system age (in years) of certificates you want to appear in the folder.

Certificates added in the last ___ day(s).

Select this option, and then enter the maximum system age (in days) of certificates you want to appear in the folder.

Select specific issue dates

Select this option, then enter the range of issue dates (From and To) using the date picker.

Certificate Description Prefix

Select one of these options, and then enter a range of prefixes in alphabetical or numeric order.

The prefix is the first few letters or numbers entered in either the certificate Description field or the Holder Name entered on the certificate.

Holder Name Prefix

 

Display up to XX Holders at a time.

Checked by default. This allows you to set your threshold of how many holders should display in the tree control for a given Master Certificate.  

  • If the holder count exceeds the threshold value, a view holders link displays as a node in the tree control below the Master Certificate and it's supplemental pages. Opens Holder Refine Options if Always show me the Holder Refine Options when the Holders link is clicked option is checked.

  • Default value is 25.

  • Uncheck to disable the threshold field, and Always show me the Holder Refine Options when the Holders link is clicked.

Always show me the Holder Refine Options when the Holders link is clicked.

This checkbox allows you to decide if all holders for the specific Certificate Master should be retrieved if the number of holders exceeds the threshold value, or if Holder Refine Options should open when selecting the view holders link below the Certificate Master in the tree control.

  • Checked by default.

  • Disabled if Display up toXXHolders at a time is unchecked.

Holder Sort Order

These selections determine the sequence of certificates shown in the eForms Manager >  Customer/Policy Transaction/Form Tree.

Field/Option

What is this?

First By

From the list, select the primary sort order for certificates.

Second By

From the list, select the secondary sort order of certificates within each first-sort group

Select Holder Display Fields

Check the following boxes for easier identification of the Certificate/Holder you wish to view.

  • Name

  • Address

  • City

  • State

  • Zip

  • Method of Delivery

  • Desc of Ops/Special Conds

  • Issue Date


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