Export Additional Interests

Applied Epic allows you to import and export additional interests in different file formats for client verification and for quick and easy entering of data into the program.

Locate the client in question and access the Proofs of Insurance area.
1. To access Accounts from the Home screen, do one of the following:
1. - 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.
1. In the Locate account dropdown menu, select Client.
2. In the Locate by dropdown menu, select the appropriate option.
  
  Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
3. Select the suitable checkbox or checkboxes to the right.
  - Insureds
  - Prospects
  - Active
  - Inactive
4. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown list) and press [Enter] or click Locate.
  
  Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
5. 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, to sort by last name in ascending order, click the Last Name column heading. To sort in descending order, click the Last Name column heading again.
6. Highlight the desired item in the Results list.
7. Click Proofs of Insurance on the navigation panel or Areas > Proofs of Insurance on the menubar.
Click Evidences on the navigation panel below Proofs of Insurance.

Note: You can access evidences from the Policies area by clicking Access > Proofs and then Evidence of Property or Evidence of Commercial Property on the options bar or menubar.
A list of evidences for the selected client displays. Change the evidences that display in the list if necessary.
1. Click the word Evidence in the view filter.
A list of choices displays:
1. - Property
  - Commercial Property
  - Additional Interest
1. Click on the appropriate selection.
Use the search bar to display evidences 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 evidences.
Selecting multiple criteria performs an "and" search (for example, issued evidences with a specific Line Type).
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.

Click on the appropriate evidence in the list.

Do one of the following:

Click Actions > Export Additional Interests on the options bar.
Click Actions > Export Additional Interests on the menubar.
Right click the additional Interest and select Actions > Export Additional Interests.

In the Export Additional Interests window, choose the desired File definition.

Note: To choose a file definition that is specific to the selected account, click the Select file by account checkbox before choosing a file definition.

Enter a File name for the file that is to be exported.

Select any checkboxes that apply.

Disable delivery options: Disables the remaining fields on the screen. Skip to step if you select this checkbox.
Send as blank template: Sends a blank file to the recipient to be filled in from scratch.
Include inactive additional interests: Include inactive holders in the exported list.

The primary contact defaults into the Contact field. To choose a different contact on the account, click the click the lookup button

, Change the types of contacts that display in the list if necessary, click on the correct payee, and then click Finish.

In the Via field, choose the desired contact method:

Email
1. 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.
1. 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.
2. 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.
3. Enter a Subject for the email.
4. 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.
5. 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.
6. 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.
7. 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.
8. Click the Preview button to display any attachments that will be included with the email.
Fax
1. You are prompted: "A sender must be defined for the outgoing fax." Click OK.
2. In the Change Sender pop-up window, enter a Name or select a Name from the dropdown menu. Enter the correct information in the remaining fields, and then click Finish or press [Enter].
3. Enter the correct Fax number if it does not default into the field.
4. Enter a Subject for the fax.
5. Optionally enter a Message to print on the fax cover sheet.
6. Select a fax Cover page.
7. 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.
8. If you want to see a preview of the fax cover page, click the Preview link label to the right of the field.
9. If you want 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].
10. 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.
11. Click Finish.
Print
1. Pick the correct Printer in the dropdown list, or click Change Printer Settings to display the Print window.
2. Choose to print 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.
3. Click Continue.

A list of additional interests for the selected evidence displays. Click Export to create the file.

Click Yes to verify that you want to export the list.