Producer Dropdown Menu

With a request open, the Producer Dropdown Menu (located in the upper left corner of the screen below the toolbar) allows you to quickly review information about the producer who is subject of the request, including name and email address. (Click the email address to open your default email application and a new email message pre-addressed to the producer.)

You can also view information about the request, including the name of current owner of the request in its current stage in the workflow, the request type, and the internal request identification number. In the Packet Documents section, you can view a list of all the forms, reports, and other documents that currently are part of the contracting packet.

Click the Packet Transaction Report link to open in a separate window a summary of the contract packet itself, including when the packet was created, details about the downline distributor, payment information, and more.

Click the View/Print Packet link to print out hard copies of all of the documents in the contracting packet. The documents will open in a separate window, and you can click the Print button in the toolbar to print them to your local printer.

To open the Producer Dropdown Menu, click to the left of the Producer name display.