Evidence of Insurance Configuration

The settings you configure on this screen set the default values and capabilities available to users issuing evidences of insurance. The changes you make on this screen affect the options for the selected evidence of the insurance system-wide.

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

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

2. • 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 Proofs on the navigation panel or Areas > Proofs on the menubar.

3. Click Evidences on the navigation panel.

4. Click the appropriate evidence in the list, and then do one of the following:

   • Click the Edit button to the left of the list.

   • Click File > Open on the menubar.

   • Double click the evidence.

   • Press [Enter].

5. The screen has these tabs:
   

   • Options

     1. Select the applicable checkbox(es) in the Detail section.
     2. In the Company Distribution frame, select the Distribute copies to issuing companies checkbox if necessary.
     3. Select the Default additional interests from application detail checkbox from the Additional Interests frame if appropriate.
     4. The Destination Folder frame determines where and how ZIP files containing PDFs of evidence batches are saved when a user performs the Send PDF Batch to Drive action. The location of the saved file depends on the way users access Applied Epic:
     • If they access Epic through a web browser, the files save to their browser's default Downloads location.
     • If Epic is installed locally on their computer, they are prompted to select a location.

     Select the appropriate checkboxes to specify whether evidences, additional interest packs, and client packs are saved locally.

     5. Select the desired Print Options.
     6. In the PDF Attachment Options frame, the Include evidence title checkbox is selected by default. This option displays both the evidence title and additional interest name when a PDF of an evidence of property is added to a client account. If you deselect this option, only the additional interest name displays.
     7. Optionally select the Remove watermark from insured copy checkbox.

   • Cancellation Clause

     If the selected form is a 2003/10 edition, enter the correct Number of days' written notice.

6. Click Finish or press [Enter] to make the changes to the selected certificate configuration.
   
   Click Cancel or press [Esc] to exit the workflow without making any changes to the certificate configuration. You are prompted: "Do you wish to discard changes?" Click Yes.