View Coverage With Attached Pages
Contents
From the View Policy With Coverages Screen, double click on a coverage and click on the Pages Tab.
View Coverage With Attached Pages Overview
Pages are sets of screens you can attach to a coverage from a list of master pages stored in Advisors Assistant. They can be used for storing information about coverages that are not covered in the regular fields.
With the addition of View Client With Files in 2002, information that was previously stored in Pages can now be scanned and linked directly to the policy. For more information about how to scan and link the documents see the View Policy With Files Help.
During downloads from Home Offices, Advisors Assistant will sometimes add Pages to store additional data from the download, such as target premiums for the coverage or policy. These can be updated by subsequent downloads.
How To Add A New Page
From the View Coverage With Attached Pages Screen, click on the Add Action Button and select the page from the list of master pages.
How To Modify An Existing Page
Highlight the page you wish to modify and click on the Modify Action Button, or double click on the page from the list.
How To Delete An Existing Page
Highlight the page you want to delete and click on the Delete Action Button.
See Also