Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.
To access Accounts from another area of the program, do one of the following:
A list of choices displays:
Click
on the appropriate selection.
Use the search bar to display policies 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 policies.
Selecting multiple criteria performs an "and" search (for example, policies with a specific Type of Business and a specific Policy Effective date). Making multiple selections for the same criterion performs an "or" search for that criterion (for example, policies with either of two Types of Business). You can make up to eight selections for the Type of Business criterion and up to 10 for the Line Type criterion.
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 the selected client or all clients, create Filter
Defaults. Filter defaults are unavailable
for the Marketed and
Marketed (History) lists
and for Policies lists
opened from the Access
menu (as Access > Policies
already provides a filtered view).
Your filter defaults are unique to your user code and will not
affect other users’ saved defaults.
Note: Click the Sort Descending link to sort the policies by date starting with the most recent.
Note: Your agency's email program must be integrated with Applied Epic in order to attach emails to items in Applied Epic.
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.
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 Finish or press [Enter].
Remarks
included with the policy display in the list. To add another
remark, Click the Add
button
beside the list. Enter a Description
and the remark.
If
you need to remove a remark, click on the remark
and click the Delete
button
beside the list.
Click the Print
button beside the
list to print all remarks included with the submission.
The Organization Contact tab displays the contact information for your organization that will be used when processing this action. 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.
This option enables you to add the file to the client’s Attachments list without having to distribute it. You may wish to select this option if you intend to use the Send to eSignature action to request an electronic signature on the document.
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 fields (separating them 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 selections is 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.
To send an email with the same Subject and/or Message to another recipient in a separate email, click the Apply To link label in the Email/Fax Detail header.
Select/Deselect the Subject and Message checkbox(es) as needed.
Select the checkbox for each recipient to which the email subject and/or message apply. To apply it to all listed recipients, click the Select All link.
In the Delivery Options frame, choose to send the email Now, or Schedule to send it 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.
Choose the desired Printer in the dropdown menu, or click Change Printer Settings to display the Print window.
Note: You must fill out the fields on the Distribution tab.
Click Page Setup to specify the print parameters or to change the printer to which the change request should be sent. Fill this window in as you would for any other document.
Change the Zoom percentage to change the size of the document on the screen for easier viewing.
Click the Single
Page View , Double
Page View
, and Multiple Page View
buttons to specify the number of pages that should display on
the screen.
Use the First Page, Previous Page, Next Page, and Last Page buttons to scroll through the pages on the screen, or enter the desired page number in the field provided and press [Enter].
Click the Print button to print the change request. The Print window displays. Print the change request as you would any other document.
Click Close to exit the screen without printing the change request.