Insured Text Library

The insured text library allows you to store Descriptions of Operations as well as any other library options configured for your organization (such as group codes) that will be available for quick selection when creating certificate templates or issuing certificates for this insured. These items can be made available to the brokerage only, to insureds only, to the brokerage and to insureds, or to select insureds. To access the insured text library:

1. Locate the desired account.

   Click the dropdown arrow next to the Locate button to access a recently opened account. To search for accounts:

   1. Click the Locate button.
   2. Enter the desired Search criteria:
      1. In the Client Name or Client Code field, optionally enter at least one character.
      2. Optionally narrow results by Line of Business, Status, or Type.
   3. Click Find. A list of matching accounts displays below. Click an account to view its detail.
2. In the navigation panel, click Proofs > Text Library.

Add a Library Item

1. Click Add.
2. Select a Type, enter a Title, available. Enter a Title and type the Text that should print on certificates.
3. If this item should be used only through a certain date, enter the date that it should become inactive in the Date Off field. Use the following format: DD/MM/YYYY.
4. Check Brokerage Use and/or Client Use to determine who can use this item.
5. Click Save to add the library item or Cancel to discard changes.

Edit a Library Item

1. Locate the appropriate item in the list.
   1. Click the Search link to expand the Search frame.
   2. Enter a portion of the Description or Text/Code for the item you wish to locate in the Find field.
   3. Optionally narrow the results by Type or by Status.
   4. Click Find. To clear a filter that has been applied to the list, click Clear Filter.
2. Click any of the data listed for the library item to open its detail.
3. Click Edit.
4. Make any necessary modifications. To inactivate the library item, enter the current date in the Date Off field.
5. Click Save to apply your changes or Cancel to discard them.

Delete a Library Item

1. Locate the appropriate item in the list.
   1. Click the Search link to expand the Search frame.
   2. Enter a portion of the Description or Text/Code for the item you wish to locate in the Find field.
   3. Optionally narrow the results by Type or by Status.
   4. Click Find. To clear a filter that has been applied to the list, click Clear Filter.
2. Click any of the data listed for the library item to open its detail.
3. Click Delete. You are prompted, "Are you sure you want to delete?" Click OK.