Always Down rounding style 20 Index Always Up rounding style 20 Amount / Percentage field 146 Amount display option 41 Amount field 141, 146 A Amount or Rate 167 Accept All Changes option 111, 112, 113, 131, 132, 133, 136, Amount or Rate field 109 137, 138, 142, 143, 144, 147, 148, 149 104 Associated Document Action column 153 Associated Document panel 99 Actions panel 121, 123, 124, 125, 126 Associated Document window 99 widget 40 Actions Associated Documents panel 99 Active checkbox 10, 21, 82, 90, 105 Attach Insurer 14 Active status 5, 6, 8, 10, 11 Attachment 167 Add & Close button 4, 61, 73, 81, 89, 99, 126 Attachment and Limit 167, 168 Add & New button 126 Attachment field 109 Add button 4, 18, 49, 61, 65, 73, 81, 89, 99, 116, 126 Attachment Type Item field 46 Adding a Document or Form 94 Attachment Type Items column 45 Adding a Quote Option 63 Attachment Type Setting window 45 Adding a Tax or Fee 135 panel 45, 46 Attachment Type Settings Adding an Insurer 70 Attachments field 32 Adding an Insuring Condition 129 Attachments panel 80 field 41, 87 Additional To Automatic Cancellation Finalization panel 55 Adjustment Quote Validity Period field 57 Automatic Cancellation Initiation 54 Adjustment transaction 40, 57 Automatic Field Evaluations panel 57 Adjustment transaction type 35 Automatic Processing 53 Adjustments 158 Automatic Processing page 53 All client type 21 Automatic Quote Expiry (Lost Quotes) panel 56 All Premium option 130 panel 53 Automatic Renewal Initiation Allow Adjustments checkbox 40 Automatic source 26 Allow Backdating Tolerance checkbox 34 Automatically Generate Document checkbox 97 Declarations checkbox 40 Available Fields panel 45 Allow Insurers to Create / Edit Clients checkbox 41 B checkbox 85, 86, 87, 90 Allow Manual Override Backdating Tolerance field 35 Allow Online Payment on Bound Transactions checkbox 42 Bcc 87 Allow Online Payment on Quoted Transactions checkbox 42 Bcc field 87 Allow Out of Sequence Endorsements checkbox 39 Billing - Payment page 65 Quote Versions checkbox 41, 100 Billing Settings panel 42 Allow Special Quote Requests checkbox 39 Bind action 123, 124
Index A Accept All Changes option 111, 112, 113, 131, 132, 133, 136, 137, 138, 142, 143, 144, 147, 148, 149 Action column 153 Actions panel 121, 123, 124, 125, 126 Actions widget 40 Active checkbox 10, 21, 82, 90, 105 Active status 5, 6, 8, 10, 11 Add & Close button 4, 61, 73, 81, 89, 99, 126 Add & New button 126 Add button 4, 18, 49, 61, 65, 73, 81, 89, 99, 116, 126 Adding a Document or Form 94 Adding a Quote Option 63 Adding a Tax or Fee 135 Adding an Insurer 70 Adding an Insuring Condition 129 Additional To field 41, 87 Adjustment Quote Validity Period field 57 Adjustment transaction 40, 57 Adjustment transaction type 35 Adjustments 158 All client type 21 All Premium option 130 Allow Adjustments checkbox 40 Allow Backdating Tolerance checkbox 34 Declarations checkbox 40 Allow Insurers to Create / Edit Clients checkbox 41 Allow Manual Override checkbox 85, 86, 87, 90 Allow Online Payment on Bound Transactions checkbox 42 Allow Online Payment on Quoted Transactions checkbox 42 Allow Out of Sequence Endorsements checkbox 39 Quote Versions checkbox 41, 100 Allow Special Quote Requests checkbox 39 Always Down rounding style 20 Always Up rounding style 20 Amount / Percentage field 146 Amount display option 41 Amount field 141, 146 Amount or Rate 167 Amount or Rate field 109 Associated Document 104 Associated Document panel 99 Associated Document window 99 Associated Documents panel 99 Attach Insurer 14 Attachment 167 Attachment and Limit 167, 168 Attachment field 109 Attachment Type Item field 46 Attachment Type Items column 45 Attachment Type Setting window 45 Attachment Type Settings panel 45, 46 Attachments field 32 Attachments panel 80 Automatic Cancellation Finalization panel 55 Automatic Cancellation Initiation 54 Automatic Field Evaluations panel 57 Automatic Processing 53 Automatic Processing page 53 Automatic Quote Expiry (Lost Quotes) panel 56 Automatic Renewal Initiation panel 53 Automatic source 26 Automatically Generate Document checkbox 97 Available Fields panel 45 B Backdating Tolerance field 35 Bcc 87 Bcc field 87 Billing - Payment page 65 Billing Settings panel 42 Bind action 123, 124
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