Reactivate an Attachment

Use this feature to reactivate a deleted attachment.

1. Locate the account in question and access the Attachments area.
   1. To access Accounts from the Home screen, do one of the following:
   2. • Click Accounts on the navigation panel.
      • Click Areas > Accounts on the menubar.
      • Click the down arrow next to Home on the options bar and select Accounts.
      • Click Locate on the options bar.

   To access Accounts from another area of the program, do one of the following:

   • Click Home > Accounts on the menubar.
   • Click the down arrow next to Home on the options bar and select Accounts.
   • Click Locate on the options bar.

   2. In the Locate account dropdown menu, select Broker, Client, Company, Employee, Finance Company, Other Interest, or Vendor.
   3. In the Locate by dropdown menu, select the appropriate option.
   4. Select the suitable checkbox or checkboxes to the right.
      • Insureds (available only if Clients is selected in the Locate Account field)
      • Prospects (available only if Clients is selected in the Locate Account field)
      • Additional Interest (available only if Other Interest is selected in the Locate Account field)
      • Bill to (available only if Other Interest is selected in the Locate Account field)
      • Certificate Holder (available only if Other Interest is selected in the Locate Account field)
      • Active
      • Inactive
   5. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and press [Enter] or click Locate.
   6. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
   7. Highlight the desired item in the Results list.
   8. Do one of the following:
      
      • Click Attachments on the navigation panel.
      • Click Areas > Attachments on the menubar.
2. Use the search bar above the list to locate inactive attachments. Select Inactive from the first dropdown menu and Only from the second dropdown menu and then click Find to populate the list.

Note: The list can display a maximum of 10,000 attachments.

3. Enter additional search criteria to filter the list of attachments if necessary.

   By default, the list displays up to 10,000 attachments added within the last six months, including any system-generated attachments (e.g. proofs, carrier submissions, and vehicle/driver schedules). However, you can use the System Generated search filter to exclude or view only system-generated attachments in the list if necessary. You can also set Filter Defaults per entity type (e.g. for all clients or all brokers) to change the attachments that populate the list automatically.

   If more than 10,000 attachments exist for the selected search criteria, only the first 10,000 display in the list. A count of the attachments currently loaded displays in the lower right corner of the list. When your search returns more than 10,000 results, this count indicates how many results exist beyond the first 10,000 (e.g. Newest 10,000 of 12,000 Attachments). In this situation, specify additional search criteria to narrow your search to 10,000 results or fewer.

   1. To change the way attachments display in the list, click the word Attachments in the view filter.

   

    

   A list of choices displays:

   1. • Search
      • Folder View

   2. Click on the appropriate selection.

   Use the search bar to display attachments that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of attachments.

   Selecting multiple criteria performs an "and" search (for example, Client Accessible attachments with a specific Attached Date). Making multiple selections for the same criterion performs an "or" search for that criterion (for example, attachments associated to either of two Types of Business). You can make up to eight selections for the Type of Business criterion.

   

   1. Click the Edit Filter button .
   2. The Edit Filter pop-up window displays. Click the Add button  to add filters.
   3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
      
      Click the Delete button to remove a filter from the list.
   4. Click Finish when you have applied all of your desired filters.
      
      Hover over the Search where text to see the filter that is currently applied to the list.

   

   To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

   

   1. Make a selection in the first dropdown menu.
   2. The choices available in the second dropdown menu vary, depending on your selection in the first dropdown menu:
   • Equals: Enter the search criterion (e.g., the full description) in the field to the right, or select a date from the dropdown calendar (if applicable).
   • Contains: Enter at least one character of the search criterion (e.g., part of the description or folder name) in the field to the right.
   • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars.
   • Yes/No: Opt to include or exclude hidden activities when you select Include hidden activities in the first dropdown.
   • Exclude/Only/Include: Select to exclude or include items that meet the criterion selected in the dropdown, or to display only items that meet that criterion.
   3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
      
      To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

   To save your currently applied filters as a default for any account of the same entity type, create Filter Defaults. You cannot apply filter defaults on a per-account basis, or on an Attachments list opened from the Access menu (as Access > Attachments already provides a filtered view.
   
   Your filter defaults are unique to your user code and will not affect other users’ saved defaults.

   1. Click the Filter Defaults link label and select the Use as default checkbox on the Filter Defaults screen to save your selected filters as the default for all accounts of the same entity type.
   2. Click OK to apply the filter default.
      
      To clear a filter default, click the Clear Filter link label, click the Filter Defaults link label, select the appropriate checkboxes in the Filter Defaults window, and click OK.
4. Click to select the appropriate attachment.
5. Do one of the following:
   • Click Actions > Reactivate Attachment on the options bar.
   • Click Actions > Reactivate Attachment on the menubar.
   • Right click the attachment and select Reactivate Attachment.
6. You are prompted, "Do you wish to reactivate this attachment?" Click Yes.