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Document Policy Types

Overview

Document Policy Types are a feature within the CAG Database specifically for categorising insurance documents uploaded for a group. Just as a reminder, uploading documents for a group is a completely optional feature. These types can be set within the Document Policy Types system settings page.

Understanding Document Policy Type Fields

Name
 Description Input type Requirement Type
Document Policy Type Name The name assigned to this document policy type. It provides a descriptive label for the document policy type, aiding in easy recognition. text required

How to Add a Document Policy Type

  1. Navigate to the Document Policy Types section within the System Settings.
  2. Press the "Add document policy type" button, which will open the Add Document Policy Type pop-up.
  3. Fill in the Type Information:
    • Type Name: Enter the name of the type (e.g., "Liability Insurance").
  4. Press the "Save" button.
  5. A new document policy type has been added and is now visible in the Document Policy Types Table.

How to Edit a Document Policy Type

  1. Navigate to the Document Policy Types section within the System Settings.
  2. Locate the type you wish to edit in the Document Policy Types Table.
  3. Press the button in the Actions column, which will open a menu.
  4. Press the "Edit" option to open the Edit Document Policy Type pop-up.
  5. Update the type information as needed:
    • Type Name: Modify the name of the type.
  6. Press the "Save" button to apply the changes.

How to Delete a Document Policy Type

  1. Navigate to the Document Policy Types section within the System Settings.
  2. Locate the type you wish to delete in the Document Policy Types Table.
  3. Press the button in the Actions column, which will open a menu.
  4. Press the "Delete" option, which will open a confirmation pop-up.
  5. Press "Yes, I'm sure" to confirm the deletion or choose "No, cancel" to stop the type from being deleted.

How to Search and Navigate Document Policy Types

To efficiently manage and locate specific document policy types, use the search and navigation functionalities provided on the Document Policy Types page:

  1. Search Document Policy Types:

    • Use the search bar at the top of the page to enter keywords related to the document policy type you are looking for.

  2. Navigate Through Pages:

    • Use the pagination controls at the bottom of the table to navigate through different pages of document policy types. Adjust the number of rows displayed per page using the dropdown menu.