UnderwriterCENTRAL™ Template Editor Bookmarks
A brief explanation of each of the bookmark fields for use in Document generation
BROKER BOOKMARKS
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This will retrieve the ABN of the broker as entered in the Broker Detail screen. |
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This will retrieve the address of the company site of the broker flagged as primary in the Admin-Site List. |
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This will retrieve the AFS license of the broker as entered in the Broker Detail screen. |
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This will retrieve the authorised rep number of the broker as entered in the Broker Detail screen. |
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This will retrieve the Account Name of the bank entered for the broker in the Broker Detail screen. |
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This will retrieve the Account Number of the bank entered for the broker in the Broker Detail screen. |
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This will retrieve the Bank Name entered for the broker in the Broker Detail screen. |
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This will retrieve the Branch Name of the bank entered for the broker in the Broker Detail screen. |
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This will retrieve the Branch Number of the bank entered for the broker in the Broker Detail screen. |
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This will retrieve the name of the broker entered in the Broker Detail screen. |
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This will retrieve the text of the category of the broker entered in the Broker Detail Screen. |
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This will retrieve the Country in which that broker is located. |
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This will retrieve the Email Address as applicable for the Broker. |
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This will retrieve the Fax Number as applicable for the Broker. |
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This will retrieve the Mobile Number as applicable for the Broker. |
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This will retrieve the other names associated with the client based on what has been entered in the Other Names web grid in Broker- Profile tab. This can only be used within a Broker Other Names repeat type. |
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This will retrieve the type of name (i.e. Trading Name, Subsidiary) associated with the broker based on what has been entered in the Other Names web grid in Profile tab. This can only be used within a Broker Other Names repeat type. |
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This will retrieve the number of days of the payment terms for the broker. This is retrieved from the Broker Detail Screen. |
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This will retrieve the payment terms (i.e. 14 Days) of the broker. This is retrieved from the Broker Details tab. |
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This will retrieve the Phone Number of the company site of the broker flagged as primary in the contact details tab. |
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This will retrieve the second Phone Number of the company site of the broker flagged as primary in the contact details tab. |
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This will retrieve the type of phone number the Phone Number 2 is which is specified in the broker contact details tab. |
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This will retrieve the type of phone number the Phone Number is which is specified in the broker contact details tab. |
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This will retrieve the description of the profile item as entered in the Profile Data-Admin web grid and assigned to the broker table. |
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This will retrieve the label of the profile item as entered in the Profile Data-Admin web grid and assigned to the broker table. This label will then appear in the Profile list under the broker-Profile tab. |
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This will retrieve the value of the profile item as entered in the Profile list under the Broker-Profile tab. |
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This will retrieve the Rating Text assigned to the broker of the Rating combo on the Broker Detail screen. |
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This will retrieve the Reference Number that has been entered for the broker in the Admin-Company List screen. |
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This will retrieve the Short Name of the broker as entered on the Broker Detail screen. |
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This will retrieve the Company Since date that has been entered for the broker in the Broker Detail screen. |
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This will retrieve the status of the Broker as entered via the Broker Detail Screen. |
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This will retrieve the Payment Method of the Broker entered via the Broker Detail Screen. |
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This will retrieve the Web Address that has been entered for the broker in the Broker Detail screen. |