Adding an Attachment

Adding an Attachment allows the user to attach a picture, word document, etc., which has been saved to one of the Agent’s drives, to a client or clients policy in Nexsure. After the item has been attached it may deleted off the Agent’s drive, thereby saving space. Attachments up to 25 MB can be added to Nexsure.

To Add an Attachment

1. Click the [Add New] link.
2. Select Add attachment.
3. Click the Browse button.
4. Browse to the where the file to be attached is stored and click Open. The file path will be pulled over to the Add File field.

5. Policy:

• If the attachment is being done from the Client level, the Policy field will display ‘none’.  A policy number may be selected from the drop-down box if desired.
• If the attachment is being done from the Policy level, the Policy field will display the appropriate policy number.

6. Certificate:  Select a Certificate to be associated to the attachment from drop-down box, if applicable.
7. Attachment Name – This can be something generic.  (i.e.,  Vehicle)
8. Attachment Description – This should be specific so Users will not have to open all attachments to find the correct one.  (i.e.,  2002 GMC Suburban Vin # 564773)
9. Date – defaults to today.  The date can be changed.
10. Click Next.  The Attachment summary view is displayed:

11. Click the attachments Details icon to open the attachment for viewing.
12. Click the Word  icon to update the Attachment name or the Document description. Click OK to save the change or Cancel to close the pop-up window.
13. The [Show] filter may be used to refine a search.

Related Topics

About Attachments

Using Document Templates

Attaching Outlook Messages

Delivery