View a Binder

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Customers.
3. Select the desired customer from the list.
4. Click the Policy List button to access the Policy List.
5. In the Policy List, select the policy associated with the binder you want to view.
6. Click Options, and then click Binders. The binder opens, displaying the Insured tab by default.
7. Click the tabs at the bottom of the screen to view different binder screens. See Add a Binder for more information.
   
   Note: If the binder is revised, confirm that you want to save your changes. Click Yes to save. Click No to discard your changes. Click Cancel to return to the binder screen.