• Overview Manual
    • User Login
    • User Logout
    • Users
    • Session Timeout
  • Screen Layout
    • Main Window
    • Main Top Menu
    • Side Menu
    • Main Base Menu
  • Common Commands and Symbols
    • Additional Instructions
  • Dashboard
    • Dashboard Functions
    • Dashboard Tabs
    • Using History Button
  • In Tray
    • In Tray - Main Window
  • Out Tray
    • Out Tray - Main Window
  • Document Queue
  • Admin
    • Security Functions
      • User Groups
      • Users
      • Roles
      • Permissions
        • Main Menu Permissions
        • Side Menu Permissions
        • Main Window Permissions
        • Template Permission
        • Report Permission
        • Product Permission
    • Company Functions
      • Date Formats
      • Company Data
      • Site Data
      • Department
      • Default Underwriters
      • Company Postcodes
    • Configuration Functions
      • Default Data
      • Profile Data
      • Online Quick Links
      • Quick Link Exclusions
      • Online Default Values
      • Style Overrides
      • Document Groups
      • Automated Jobs
    • Lookups Functions
      • Common
        • Communication Tags
        • Configure Document User Category 
      • Client
      • Other Entities
      • Product
      • Quotation
      • Policy
      • Claim
      • Financial
      • Reports
      • Vehicle
      • Lookup Anomolies
  • Common Side Menu Functions
    • Task
      • Create New Task
      • Tasks Detail Tab
    • Document
      • Documents Detail Tab
      • Create New Document
      • Delete Document
      • Copy Document
      • Send Document
      • Bulk Generate
      • Auto Generate
      • Add Document to History
      • Clear History
      • Quick Add Document
    • Attachment
      • Create New Attachment
      • Delete Attachment
      • Copy Attachment
      • Send Attachment
      • Add Attachment to History
      • Clear History
      • Reassign Attachment
    • Communication
      • Create New Communication
      • Add From In Tray
      • Copy Communication
      • Reply Communication
      • Reply All Communication
      • Send Communication
      • Delete Communication
    • Notes
    • Quick Search
    • Advanced Search
  • Quotations
    • Quotation Functions
      • Create New Quotations
      • Copy Quotation
      • Duplicate Quotation
      • Remove Quotation
      • Decline Quotation
      • Withdraw Quotation
      • Swap Product
      • Go To Policy
      • Go To Client
      • Go To Broker
    • Quotation tabs
      • Details Window
      • Forms Tab
      • Options/Ratings Tab
      • Referrals
      • Claims History Tab
      • Wordings Tab
    • Option Functions
      • Create New
      • Auto Generate
      • Get Rating
      • Accept to Cover Note
      • Accept to Policy
      • Remove
      • Decline
      • Withdraw
      • Rebate Brokerage
    • Option Tabs
      • Details
      • Forms
      • Facilities
  • Policies
    • Policy Functions
      • Cancel Policy
      • Renew Policy
      • Endorse Policy
      • Amend Policy
      • Replace Policy
      • Add Claim
      • Pay Invoice/Cr Note
      • Update Reference
      • Reverse
      • Remove
      • Go To Client
      • Go To Broker
    • Policy Detail Tabs
      • Policy Detail Window
      • Rating Tab
      • Forms Tab
      • Wordings Tab
      • Financial Tab
      • Claims Tab
      • Quotes Tab
      • Facilities
  • Clients
    • Client Functions
      • Create New Client
      • Copy
      • Searching for a Client
      • Add Client Address
      • Add Client Contact
      • Add Client Quotation
      • Add Client Claim
      • Merge Client
    • Client Detail Tabs
      • Client Detail Window
      • Addresses Tab
      • Contacts Tab
      • Profile Tab
      • Client Summary
      • Quotes Tab
      • Policies Tab
      • Financial Tab
      • Claims Tab
  • Brokers
    • Broker Functions
      • Create New Broker
      • Add Broker Address
      • Add Broker Contact
      • Merge Broker
      • Searching for a Broker
    • BrokerDetail Tabs
      • Broker Detail Window
      • Addresses Tab
      • Contacts Tab
      • Profile Tab
      • Products Tab
      • Quotes Tab
      • Policies Tab
      • Financial Tab
      • Accounts Receivable
      • Claims Tab
  • All Entities
    • All Entities Functions
      • Clients
      • Broker
      • Insurers
        • Insurer Functions
          • Create New Insurer
          • Add Insurer Address
          • Add Insurer Contact
        • Insurer Detail Tabs
          • Insurer Detail Window
          • Addresses Tab
          • Contacts Tab
      • Re Insurer
        • Re Insurer Functions
          • Create New Re Insurer
          • Add Re Insurer Address
          • Add Re Insurer Contact
        • Re Insurer Detail Tabs
          • Re Insurer Detail Window
          • Addresses Tab
          • Contacts Tab
      • Recover Agent
        • Recover Agent Functions
          • Create New Recover Agent
          • Add Recover Agent Address
          • Add Recover Agent Contact
        • Recover Agent Detail Tabs
          • Recover Agent Detail Window
          • Addresses Tab
          • Contacts Tab
      • Assessor
        • Assessor Functions
          • Create New Assessor
          • Add Assessor Address
          • Add Assessor Contact
        • Assessor Detail Tabs
          • Assessor Detail Window
          • Addresses Tab
          • Contacts Tab
      • Solicitor
        • Solicitor Functions
          • Create New Solicitor
          • Add Solicitor Address
          • Add Solicitor Contact
        • Solicitor Detail Tabs
          • Solicitor Detail Window
          • Addresses Tab
          • Contacts Tab
  • Products
    • Product Functions
      • Create New
      • Add Product Option
      • Add Facility
    • Product Detail Tabs
      • Products Detail Window
      • Options
      • Brokers
      • Defaults
      • Access
      • Sections
      • Fees and Taxes
      • Facilities
  • Financials
    • Account
      • Account Functions
        • Create New Account
        • Viewing Accounts
        • Account Transfer
        • Bulk Transfer
        • Journal Entry
        • Reverse Journal
        • Bank Deposits
        • Account Reconciliation
        • Account Export
        • Cheque Run
        • Cheque Run: Re-Run
        • EFT Run
        • EFT Run: Re-Run
      • Account Detail Tabs
        • Account Details Tab
        • Transaction Tab
        • Period Balance Tab
        • Reconciliation History Tab
        • Banking Deposit History Tab
    • Invoice/Credit Note
      • Invoice/Credit Note Functions
        • Viewing Invoices
        • Send Invoice/Credit Note
        • Pay Invoice/Cr Note
        • Reallocate Credit Funds
        • Go To Client/Broker
      • Invoice/Credit Note Detail Tabs
        • Invoice Details Tab
        • Financial Transactions Tab
        • Policy Transaction Tab
        • Distributions Tab
    • Transaction
      • Transaction Functions
        • Receipt Transaction
        • Withdrawal Transaction
        • Reissue Withdrawal
        • Reverse Transaction
        • Reverse A/R Line Item
        • Reallocate Receipt Transaction
        • Process Unallocated
        • Auto Withdrawal Transaction
        • Send Receipt/Withdrawal
        • Part Receipt
        • Write Off
        • Modify CC Charge
        • Cheque Run
        • Complete Transaction
        • Go to Payee/R
        • Go to Reversal
      • Transaction Detail Tabs - Receipts
        • Receipt Details Tab
        • Accounts Receivable Tab
        • Unallocated Receipts Tab
        • Adjustments Tab
      • Transaction Detail Tabs - Withdrawals
        • Withdrawal Detail Tab
        • Account Payable Tab
        • Unallocated Withdrawal Tab
    • Ledger
      • Ledger Functions
        • Create New Ledger
        • Period Close
        • Summary Export
        • External Account Export
        • External Inv/Prod Export
      • Ledger Detail Tabs
        • Ledger Details Tab
        • Accounts Tab
        • Disbursement Method Tab
        • Period Balance Tab
        • Period Close Tab
  • Claims
    • Claims Functions
      • Create New Claim
      • Delete Claim
      • Add Statistic
      • Delete Statistic
      • Add Service Provider
      • Add Reserve
      • Add Transaction
      • Receive/Pay Now
      • Deny Payment
      • Re-Open Claim
      • Go to Policy
      • Go to Client
      • Go To Broker
      • Go To Payee/R
    • Claims Detail Tabs
      • Claims Detail Window
      • Forms
      • Description
      • Status
      • Statistics
      • Service Providers
      • Claim Transactions
      • Financial Transactions
  • Document Template Editor
    • Menu Options
    • Open Template
    • New Template
      • Plain Templates
      • Tagged Templates
        • Special Fields
        • Adding Detail
        • Bookmarks
          • Special Bookmarks
          • System Bookmarks
          • Client Bookmarks
          • Broker Bookmarks
          • Insurer Bookmarks
          • Claim Bookmarks
          • ServiceProvider Bookmarks
          • Transaction Bookmarks
          • Invoice Bookmarks
          • Policy Bookmarks
          • Quotation Bookmarks
          • Account Bookmarks
          • Product Bookmarks
          • Company Bookmarks
          • Site Bookmarks
    • Reconnect Images
    • Save As