Policy Types - Linking Documents (Renewal Notices)

This guide provides information on how link Documents that will be attached when sending Renewal Notices. 

Setting Attachment Files

Place the files you wish to link in the folder C:\EmaxCloudSync\ on your device (PC\Laptop etc)

Once the files are linked, they will be copied automatically to the Experience Cloud Server. You have 3 options to Add, Open or Delete an attachment.

Linking Attachments - Specific to Insurer

You can set three (3) attachments, specific per Policy Type and Insurer, when sending out Renewal Notices via email. 

Menu Path: Insurance –> Setup –> Policies

Linking Attachments - Generic per Policy Type

You can set another three (3) attachments per Policy Type, when sending out Renewal Notices via email. 

Menu Path: Insurance –> Setup –> Policies, tab Documents and Renewal Notice