Create a new file in the Collaboration tool

About this task

At any point in the process, you can cancel by clicking Cancel.

Procedure

  1. With a submission open, click the Collaboration icon , which displays to the right of the Actions menu.
  2. Click the Files icon.
    The window shows the header (date and time, To, From, and Subject) for all of the email messages associated with that submission. The messages are sorted by date and time, with most recent first.
  3. Click New.
  4. Click New from Template.
  5. Select the Template from the list of templates configured for your system.
  6. Enter a File Name.
  7. Select the File Type from the list of types configured for your system.
  8. Optional: If you select a letter in the Template list, complete or change the following fields as necessary.
    1. The Date field defaults to the current date. Change that if necessary.
    2. The Agency/Brokerage Name & Address field defaults to the name and address of record.
    3. The Subject field defaults to Regarding Insured: followed by the name of the insured of record.
    4. The Effective Date field defaults to two days prior to the current date.
    5. The Introductory Salutation field defaults to Dear and the first name of the agent assigned to the submission.
    6. Enter the Content of the letter.
    7. Select the Closing Salutation from the list.
    8. The Responsible Underwriter Info field defaults to your name, email address, and telephone number.
  9. Click Preview.
    A preview window opens.
  10. Click Back to make changes or click Save to save the new file.
    When you save the file, Underwriting Management generates a global notification.