Deleting a Tax or Fee 122 E-mail Configurations page 67, 74, 82, 83 Deleting a Validation Rule 112 E-mail Configurations 67, 74, 75, 82, 84 Deleting an Insuring Condition 116 E-mail History View Criteria panel 72 Description field 15, 22, 51, 55, 57, 68, 73, 75, 81, 87, 125, 130 E-mail Template field 69, 76 Destination Status column 140 E-mail Templates field 75 Details Pages 12 Enable Automatic Cancellations checkbox 46 Discount or Surcharge 152 Enable Automatic Renewals checkbox 45 rate type 98 field 48 Discount or Surcharge Endorsement Quote Validity Period Display Valid Until Date With Same Day & Month as Effective Endorsement transaction 48 Date 160 Endorsement transaction type 34 Display Valid Until Date With Same Day & Month as Enforce Maximum Term Duration checkbox 35 Effective Date checkbox 15 Enforce Minimum Term Duration checkbox 35 Distributors tab 10 Expiry Basis field 47 Document Name column 93 Expiry Field field 48 Document Name 87 Export Policy to Genoa option 135 Document Template column 93 External Code 15 Document Template field 87, 90 External Rating Engine field 18 Document Template Management page 88, 90, 94 External Referral Engine field 18 menu item 87 External Services 135 Document Templates Document to Upload 92 External Services page 135 Documents / Forms 85 External System Mapping panel 18 Documents / Forms page 85, 92, 94 External System 135 Documents field 71 F Draft status 4, 7, 14, 15 Field Evaluation Rule field 49 Driver 154 Field Evaluation Rules 48 Driver Field field 98, 120, 125, 130 Field expiry basis 48 E Field field 26, 29, 30, 73, 81 Effective Date 33, 160 Field Value address source 69, 76 Effective Date and Valid Until Date 159 Value option 34 Effective Date field 15, 16, 34, 36, 100, 115, 120, 125, 131 First of Next Month option 34 fields 110 151 Effective Date Flat Amount Effective Date option 137 Flat Amount rate type 97 Effective Period 160, 161 Form control type 37 Effective Period fields 87 Frequency checkboxes 138 Effective Period panel 15 From a Field source 25, 26, 28 Effective Policy Transaction Period Settings panel 33 From Address field 69, 76 E-mail Address field 69, 76 From Address Field field 69, 77 E-mail Configurations 67 From panel 69, 76
Deleting a Tax or Fee 122 Deleting a Validation Rule 112 Deleting an Insuring Condition 116 Description field 15, 22, 51, 55, 57, 68, 73, 75, 81, 87, 125, 130 Destination Status column 140 Details Pages 12 Discount or Surcharge 152 Discount or Surcharge rate type 98 Display Valid Until Date With Same Day & Month as Effective Date 160 Display Valid Until Date With Same Day & Month as Effective Date checkbox 15 Distributors tab 10 Document Name column 93 Document Name 87 Document Template column 93 Document Template field 87, 90 Document Template Management page 88, 90, 94 Document Templates menu item 87 Document to Upload 92 Documents / Forms 85 Documents / Forms page 85, 92, 94 Documents field 71 Draft status 4, 7, 14, 15 Driver 154 Driver Field field 98, 120, 125, 130 E Effective Date 33, 160 Effective Date and Valid Until Date 159 Effective Date field 15, 16, 34, 36, 100, 115, 120, 125, 131 Effective Date fields 110 Effective Date option 137 Effective Period 160, 161 Effective Period fields 87 Effective Period panel 15 Effective Policy Transaction Period Settings panel 33 E-mail Address field 69, 76 E-mail Configurations 67 E-mail Configurations page 67, 74, 82, 83 E-mail Configurations 67, 74, 75, 82, 84 E-mail History View Criteria panel 72 E-mail Template field 69, 76 E-mail Templates field 75 Enable Automatic Cancellations checkbox 46 Enable Automatic Renewals checkbox 45 Endorsement Quote Validity Period field 48 Endorsement transaction 48 Endorsement transaction type 34 Enforce Maximum Term Duration checkbox 35 Enforce Minimum Term Duration checkbox 35 Expiry Basis field 47 Expiry Field field 48 Export Policy to Genoa option 135 External Code 15 External Rating Engine field 18 External Referral Engine field 18 External Services 135 External Services page 135 External System Mapping panel 18 External System 135 F Field Evaluation Rule field 49 Field Evaluation Rules 48 Field expiry basis 48 Field field 26, 29, 30, 73, 81 Field Value address source 69, 76 Value option 34 First of Next Month option 34 Flat Amount 151 Flat Amount rate type 97 Form control type 37 Frequency checkboxes 138 From a Field source 25, 26, 28 From Address field 69, 76 From Address Field field 69, 77 From panel 69, 76
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