Issue Multiple Binders

Locate the customer in question and access the Proofs of Insurance area.
1. To access Accounts from the Home screen, do one of the following:
  - 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:
1. In the Locate account dropdown menu, select Client.
Click Binders under Proofs of Insurance on the navigation panel.

Note: You can access binders from the Policies area by clicking Access > Proofs > Binders > Open Binders or Closed Binders on the options bar or menubar.
A list of binders for the selected customer displays. Change the binders that display in the list if necessary.
Use the search bar to display binders 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 binders.
Selecting multiple criteria performs an "and" search (for example, binders with an effective date range with a specific Line Type).
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:
1. 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.

Do one of the following:

Click Actions > Issue Multiple Binders to a Client on the options bar.
Click Actions > Issue Multiple Binders to a Client on the menubar.
Right click the highlighted binder and select Issue Multiple Binders to a Client.

In the Available Binders window, select the checkbox for each binder you wish to issue. Click Select/Unselect All to issue all of the binders in the list.

Note: Select the Include all open binders checkbox if necessary.

Click Continue.

Organization contact information displays on the Issue Binder window. There are three main tabs:

Binders
1. Deselect the Print binder conditions page checkbox if you do not wish to print the binder conditions page when you issue the binder.
2. If you need to add a binder that you missed in step 7, click the Add button.
  1. In the Available Binders window, select the checkbox for each binder you wish to issue. Click Select/Unselect All to issue all of the binders in the list.
    
    Note: Select the Include all open binders checkbox if necessary.
  2. Click Finish.
3. There are two tabs below the Binder list:
  - Forms
    Select/deselect the Print binder conditions page checkbox as needed.
    
    Select the Automatically include supplemental forms and overflows checkbox if desired.
    
    The Forms tab lists the applications that are associated with this submission.
    
    To print a form in a different language, click to highlight the form and select the Language from the dropdown menu. If no other language is available for the form, the Language menu is disabled.
    
    The forms print in the order in which they display in the list. To move an item up or down in the list, click the item and then click the up arrow or down arrow as necessary.
    
    To add a form that is not listed, click the Add button , select the checkbox next to the desired form(s) in the pop-up window that displays, and click Finish or press [Enter].
    
    Note: Click Cancel to close the Available Forms window without adding any more forms.
    
    To remove a form from the list of forms to be submitted, select the form in the list and click the Delete button or press [Delete] on your keyboard.
  - Organization Contact
    The Organization Contact tab displays the contact information for your organization that will be used when the binders are issued. The information on this tab defaults based on the settings established for this structure/workflow combination in Workflow Defaults Configuration, but you can override it if necessary.
    
    In the Name field, select the name of the agency, branch, or department.
    
    To change the Address, click the lookup button . The Select Address screen displays, showing all addresses associated to the agency, branch, or department. Select the appropriate address and click Finish.
    
    Note: If the address that should be used for this workflow does not display, check Organization Contact Configuration to ensure that the address has been entered and associated to the correct structures.
    
    Revise the Phone, Fax, and Email fields as necessary. You can click the email icon to open a new email message from this screen.
    
    In the License frame, select Print license # if applicable. Specify whether the license number for the Agency or Branch should be printed.
Attachments
Click the Add button , choose the appropriate radio button in the Add Attachment pop-up window, and click Continue.
- Email
  Note: Your organization's email program must be integrated with Applied Epic in order to attach emails to items in Applied Epic.
  1. In the pop-up window that displays, click on the email that you would like to attach to the binder.
  2. If the email contains an attachment, the Save attached files checkbox is selected by default. If you do not wish to add the email's attachment(s) to this binder, deselect the checkbox.
  3. Click Finish.
  4. The email subject defaults in the Description field. Change this if desired.
  5. If you wish to delete the email after attaching it, select the Delete original after attaching checkbox.
  6. Click Finish or press [Enter] to add the attachment.
  Click Cancel or press [Esc] to exit the workflow without adding the attachment. You are prompted, "Do you wish to discard changes?" Click Yes.
- Existing client document
  1. Limit the attachments that display in this list if necessary.
    
    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.
    
    Click the Edit Filter button .
    
    The Edit Filter pop-up window displays. Click the Add button to add filters.
    
    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.
    
    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.
    
    Make a selection in the first dropdown menu.
    
    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.
    
    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.
  2. Select the checkbox for each attachment to be added to the binder.
  3. Click Finish or press [Enter].
- Existing file
  1. Enter the path to the file you would like to attach or click Browse to locate it.
  2. Optionally change the Description of the attachment.
  3. If Applied Epic is installed locally on your computer, you can remove the files from their original locations by selecting the Delete original after attaching checkbox for each attachment. If you access Epic through a web browser, you must delete the files manually after completing the workflow if you no longer need the originals.
  4. Click Finish or press [Enter] to add the attachment.
    
    Click Cancel or press [Esc] to exit the workflow without adding the attachment. You are prompted: "Do you wish to discard changes?" Click Yes.
Client Distribution
1. To change the circumstances under which you are notified that the binders have been issued, click the Change Notification Settings link label, select the desired radio button, and then click Finish or press [Enter]. These are the notification options:
  - Notify if unsuccessful only
  - Notify if successful or unsuccessful
  - No notification
2. To choose a contact to whom to send the application, click the lookup button to the right of the Contact field and select the appropriate person in the pop-up window that displays.
3. In the Via field, choose the desired contact method:
  - Email
    In the Email/Fax Details frame, select the sender’s email address from the From dropdown, or click the Change Sender link label.
    
    If you click Change Sender, the Change Sender pop-up window displays.
    
    Select an email address from the dropdown.
    
    Click Finish or press [Enter] to accept the changes, or click Cancel to discard them.
    
    The highlighted contact’s email address populates the To field, but you can enter additional email addresses manually if necessary (separating them with semicolons), or click the To button to open the Contact Address Book.
    
    If necessary, enter Cc and Bcc email addresses (separating multiple addresses with semicolons), or click the Cc or Bcc button to open the Contact Address Book.
    
    Enter a Subject for the email.
    
    Enter a Message to display in the body of the email. Use the formatting ribbon to format text and add images or links if necessary. Hover over each button to display its function in a tooltip.
    
    If necessary, select a Template to apply to the email. The Branding Profile and Email Signature associated to the selected template default, but you can change these dropdown menu selections if necessary.
    To restore the default Email Signature (or clear the signature if no default is set), click the Refresh link label.
    
    To preview the email, select Show message as the recipient will see it. If the selected Template includes merge variables, the variables populate in the preview so you can see the message as the recipient will.
    
    In the Delivery Options frame, choose to send the email Now or Schedule it to send later. If you choose Schedule, enter a date and time for the email to send.
    
    Click the Preview button to display any attachments that will be included with the email.
  - Fax
    You are prompted, "A sender must be defined for the outgoing fax." Click OK.
    
    In the Change Sender pop-up window, enter a Name or select a Name from the dropdown menu. Complete the remaining fields, and then click Finish or press [Enter].
    
    Enter the Fax number if it does not default.
    
    Enter a Subject for the fax.
    
    Optionally enter a Message to print on the fax cover sheet.
    
    Select a fax Cover page.
    
    To change the Language of the selected Cover page, select it from the Language dropdown menu.
    
    Note: You must set up a Cover page in all desired languages in Fax Cover Page Configuration to make these languages available for selection from this dropdown menu.
    
    To see a preview of the fax cover page, click the Preview link label to the right of the field.
    
    To change the name of the person who is sending the fax, click the Change Sender link label. In the window that displays, select a new Name, fill in the other pertinent fields, and click Finish or press [Enter].
    
    Choose to send the file Now or Schedule it to be sent later. If you choose Schedule, enter a date and time for the file to be sent.
    
    Click Finish.
  - Print
    Select the Printer in the dropdown menu, or click Change Printer Settings to display the Print window.
    
    Choose to print the file Now or Schedule it to print later. If you choose Schedule, enter a date and time for the file to print.
4. Optionally select a Scanned Signature.

Note: You must fill out the Client Distribution tab.

Click Finish or press [Enter] to complete the process.

Click Cancel or press [Esc] to exit the workflow without issuing binders.