System Settings

You can configure settings related to the system's handling of attachments in this area. The settings you configure for each option affect all users. The Selection column in the list indicates the current selection for each setting.

1. From the Home screen, do one of the following:
• Click Configure on the navigation panel.
• Click Areas > Configure on the menubar.
• Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

• Click the down arrow to the right of the Home options bar button and select Configure.
• Click Home > Configure on the menubar. The Configure screen displays.

2. Click Attachment on the navigation panel or Areas > Attachment on the menubar.
3. Click System Settings on the navigation panel.

Access Policy Attachments Behavior

You can control whether Important Policy Documents or all documents display by default when a user selects Access > Attachments from a client's Policies list. The option you select only determines the attachments that display by default and does not affect a user's ability to access other attachments.

The Show all documents attached to the policy by default radio button defaults selected, but you can change it if necessary. Be aware that if you choose the Show only Important Policy Documents by default option, no existing attachments default with the Mark as an Important Policy Document checkbox enabled. This means that the Access > Attachments list will default blank for all policies until user select the Mark as an Important Policy Document checkbox for one or more attachments or click the Show All Documents link label in the list header to view all attachments instead.

Select one of the following radio buttons:

• Show only Important Policy Documents by default
• Show all documents attached to the policy by default

Client Access

Client Access is a universal setting that allows organizations running both Applied Epic and Applied CSR24 (Applied MobileInsured) to designate certain Applied Epic attachments Client Accessible, which makes them available to your insureds using the Applied CSR24 Self-Service portal or mobile application.

Note that this setting applies to client attachments only; attachments for other entity types are not affected. Insured clients accessing Applied CSR24 can only view attachments associated to their corresponding client lookups in Applied Epic.

To enable the setting, do the following:

1. Double click the Client Access entry in the list, or select it and click the Edit button.
2. In the Detail frame, select the Display client access checkbox on attachment screens checkbox. This option adds a checkbox and a field that lets users determine client accessibility when adding or editing individual attachments, setting up system-generated attachments and attachment templates, or working any other areas where the option displays.
3. Click Finish.

To determine accessibility for system-generated attachments and attachments created from templates, see System Generated Attachment Configuration and Attachment Template Configuration.

Document Email Format

The Document Email Format setting allows you to choose whether to send Microsoft Word (DOC and DOCX) documents in their original format when distributing them via email, or to convert them to PDF format automatically during distribution. Sending a PDF can reduce the likelihood of a recipient altering a document.

Select one of the following radio buttons:

• Send in original format: All attachments will be distributed in their existing file formats.
• Send as PDF: All DOC and DOCX attachments will be converted to PDF format automatically when distributed via email using the Distribute Attachments or Send via Email action.

Important Policy Documents Defaults

You can control the default setting of the Mark as an Important Policy Document checkbox when users associate an attachment directly to a policy. Setting the checkbox to default selected means that every attachment to a policy is marked as an Important Policy Document unless the user manually deselects the checkbox before attaching.

The Always default the "Mark as an Important Policy Document" checkbox selected radio button defaults selected, but you can change it if necessary.

Select one of the following radio buttons:

• Always default the "Mark as an Important Policy Document" checkbox selected
• Do not default the "Mark as an Important Policy Document" checkbox selected

Unrouted Attachment Activity Events

Unrouted attachments may be tracked using the same system activities as standard attachments. However, you may choose to monitor and report on them separately from other attachments using the Unrouted Attachment Activity system event.

1. Double click the Unrouted Attachment Activity Event entry in the list, or select it and click the Edit button .
2. In the Detail frame, select the desired radio button:
• Add attachment: Use the Add Attachment system event whenever an attachment is added.
• Route attachment: Use the Route Attachment system event when a file is attached from Unrouted Attachments. The system will use the Add Attachment system event when any other item is attached.
3. Click Finish. The Selection column updates accordingly.