Update Holder Attachments

An attachment that is to be included when issuing a certificate must be one of the following file types: .PDF, .DOC, .DOCX, .DOCM, .XLS, .XLSX, .XLSM, .CSV, .TXT, .TIF, .TIFF, .GIF, .GIFF, .JPG. .JPEG, .JPE, .BMP, or .MSG.

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.
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 your Locate by selection) 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, 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.
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 Certificates on the navigation panel.

Note: You can access certificates from the Policies area by clicking Access > Proofs > Certificate of Liability or Certificate of Property on the options bar or menubar.
A list of certificates for the selected customer displays. Change the certificates that display in the list if necessary.
1. Click the word Certificates in the view filter.
A list of choices displays:
1. - Liability
  - Property
  - Intermodal Interchange
  - Holder
1. Click on the appropriate selection.
Use the search bar to display certificates 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 certificates.
Selecting multiple criteria performs an "and" search (for example, issued certificates 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.

Click on the appropriate certificate in the list.

Do one of the following:

Click the Edit button .
Click File > Open on the menubar.
Press [Ctrl]+O.
Double click the certificate.

Do one of the following:

Click Actions > Update Holder Attachments on the options bar.
Click Actions > Update Holder Attachments on the menubar.

The Update Holder Attachments window displays. Make the correct Attachment Type selection:

Add a New Attachment: Choose the type of file that you want to attach.
- Email
  1. Click Continue.
  2. On the Attach Existing File window, click Browse.
  3. In the pop-up window that displays, click on the email that you would like to attach.
  4. 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), deselect the checkbox.
  5. Click Finish.
  6. In the attach to window, select the Delete original after attaching checkbox if you want the email to be erased from your mail program.
  7. The email subject defaults in the Description field. Change this if desired.
  8. Click Finish or press [Enter].
  9. In the Holder window, deselect the checkbox next to any holder that should not receive the attachment.
  10. Click Finish.
- Existing client document
  1. Click Continue.
  2. The available attachments for the client display in the list. Narrow the list of attachments 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.
  3. Click on the desired document in the list.
  4. Click Finish.
  5. In the Holder window, deselect the checkbox next to any holder that should not receive the attachment.
  6. Click Finish.
- Existing file
  1. Click Continue.
  2. Enter the path to the file you would like to attach, or click Browse to browse to the correct document.
  3. The file name defaults into the Description field but can be changed if necessary.
  4. 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.
  5. Click Finish or press [Enter].
  6. In the Holder window, deselect the checkbox next to any holder that should not receive the attachment.
  7. Click Finish.
Replace an Existing Attachment: Choose the type of file that will replace the file that is being removed.
- Email
  1. Click Continue.
  2. On the Attach Existing File window, click Browse.
  3. In the pop-up window that displays, click on the email that you would like to attach.
  4. 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), deselect the checkbox.
  5. Click Finish.
  6. In the attach to window, select the Delete original after attaching checkbox if you want the email to be erased from your mail program.
  7. The email subject defaults in the Description field. Change this if desired.
  8. Click Finish or press [Enter].
  9. On the Select an Existing Attachment window, click on the attachment that the new document should replace.
  10. Click Continue.
  11. In the Holder window, deselect the checkbox next to any holder that should not have the existing attachment replaced with the new one.
  12. Click Finish.
- Existing client document
  1. The available attachments for the client display in the list. Narrow the list of attachments 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. Click on the desired document in the list.
  3. Click Finish.
  4. On the Select an Existing Attachment window, click on the attachment that the new document should replace.
  5. Click Continue.
  6. In the Holder window, deselect the checkbox next to any holder that should not have the existing attachment replaced with the new one.
  7. Click Finish.
- Existing file
  1. Enter the path to the file you would like to attach, or click Browse to browse to the correct document.
  2. The file name defaults into the Description field but can be changed if necessary.
  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].
  5. On the Select an Existing Attachment window, click on the attachment that the new document should replace.
  6. Click Continue.
  7. In the Holder window, deselect the checkbox next to any holder that should not have the existing attachment replaced with the new one.
  8. Click Finish.
Remove an Existing Attachment
1. Click Continue.
2. On the Select an Existing Attachment window, click on the attachment that you would like to remove.
3. Click Continue.
4. In the Holder window, deselect the checkbox next to any holder that should not still receive the attachment.
5. Click Finish.