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Editing Insurance Information

Provided your security role has permission to update insurance in the appropriate work area, you can edit the insurance information for any type of company. For more information, see "About Security Permissions".

ClosedTo edit insurance information

  1. Open the Insurance tab of the appropriate company and then select the insurance policy to edit.
  2. Click Edit.
  3. Make the necessary edits. Please refer to the following for more information on the fields for each page:

    4. The required fields are marked with asterisks and may also be highlighted. For more information, see "About Required Fields".

  4. Click Save.

    5. If you are editing an insurance document that was added to a workspace or portfolio, Proliance prompts you to save the information and/or synchronize it with the information in the Workspaces or Portfolios work areas.

  5. Click Save only if you only want to save the information.

    6. — or —

    Click Save and Synchronize if you wish to save this information and synchronize it with the information from the Workspaces and Portfolios work areas.

    Proliance saves the changes.

  6. Click Exit Edit Mode when done.

What can I do now?

Note: