Text Setup

This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

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 the Append button to add the text to either the Description of Operations section (Liability) or Special Conditions section (Property). See the topics Certificate of Liability Insurance and/or Certificate of Property Insurance for more information.

Access Text Setup using one of these methods:

From any center or form that has a Toolbox menu, click Toolbox > System Administration > Text Setup.
From any center or form that has a Toolbox menu, click Toolbox > System Administration > Setup Assistant. Expand the Recommended Task List and select the Text Setup link.
From the Certificate of Property or Certificate of Liability data entry form, click the Text Setup link.
From the Add/Edit Certificate Holders data entry form, click the Text Setup link.

You must have proper authorization to access Text Setup.

Field

What is this?

(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

Field/Option	What is this?
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	Check this box to make the text available on the certificate form Default Text selection list, 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	Enter 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	Check this box if you want this text to default to the certificate. Only one selection can default to the certificate, even if you indicate multiple default selections to the same certificate.

Text Description

Enter the text here.

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