Export Defaults

This feature allows you to create a default setting for exporting certificate holders.

To access the Export Defaults area:

• From insured detail, click Home > Configure > Export Defaults on the options bar.
• From any other area of the program, click Home > Configure > Export Defaults on the options bar or click Configure > Export Defaults in the navigation panel.

Holder Export Defaults

1. Click Holder Export Default.
2. The list of export column headings displays. Deselect checkbox(es) as needed to create your organization's export default.

To import the certificate holder list from Applied CSR24 to Indio for an insured to update at renewal, make sure to keep the InterestEndDate and Email Renewal Cert holder export defaults enabled, as well as any others you want to display to insureds in Indio.

3. After making your selections, click Save.

Insured Holder Export Default

1. Click Insured Holder Export Default.
2. The list of export column headings displays. Deselect checkbox(es) as needed to create the export defaults.
3. Once the selections are finalized, click Save.