How to Record an Insurance Policy – Visual How To Guide

Learn how to record the insurance policies that cover the objects in your collection which you can easily refer to, update, or share with interested parties, at anytime.

Record Insurance details for one object

1. Go to the object you wish to record the insurance value for.

2. Click on the Actions button in the top right hand corner of the page. Then select Insurance from the actions menu panel – which will produce the Add Insurance window.

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3. Fill in the insurance fields presented, such as: Insured Party, Insurance Company, Policy Start and End Dates, Policy no., and the Insurance Value.

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4. Save the policy by clicking Save and Return or Save and Continue;

  • Save and Return will return you to the object page where the information you have entered will be displayed under Insurance Policy in the Activities & Financials section if the object page;

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  • Save and Continue will take you on to the policy page where you can continue to add additional details and documentation.

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Record Insurance details for multiple objects

1. Go to any object list view.

2. Start scrolling through the object list and select each object you want to add insurance details to by clicking on the check box on the left hand side of the object row. The check box will turn red once an object has been selected.

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3. Click on the Actions button in the top right hand corner of the page. Then select Insurance from the actions menu panel – which will produce the Add Insurance window.

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4. Fill in the insurance fields presented, such as: Insured Party, Insurance Company, Policy Start and End Dates, Policy no., and the Insurance Value;

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5. Save the policy by clicking Save and Return or Save and Continue;

  • Save and Return will return you to the object list where the information you have entered will be displayed in the Insurance column;

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  • Save and Continue will take you on to the Insurance Policy page where you can continue to add additional details and documentation.

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View all Insurance Policies

A full list of Insurance Policies can be accessed by clicking on Activities in the left hand menu panel. Once on the Activities page click on the Filter button in the top left hand corner of the page

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When the filter options are displayed on the left hand side of the screen, click on Insurance Policy.

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