icon to view the instructional video that details the changes to Nexsure.The following items have been either resolved (D#) or added to (F#) Nexsure. Click the Video icon to view the instructional video that details the changes to Nexsure.
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| Item # | Nexsure Version | Category | Subtopic | Description of Change | Video |
|---|---|---|---|---|---|
| D4749 | 1.92.5 | Delivery | Attachments | SEARCH > Client Details > DELIVERY > Add New > email tab > Others > Add > other tab > Show > Type list has been modified to be displayed in alpha order. |
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| F1137, D2844, F3851, F3988, F4344, F4361 | 1.95 |
Client Retail Agent |
Delivery |
Place the users time on fax cover when being sent as opposed to PST & display time zone on delivery summary. (F1137 & F4344) Add delivery details to detail screen. (F3851) A delivery tab has now been added to the Retail Agent level menu. Deliveries can now be made that include retail agent associated attachments. Security has also been created to manage the new delivery tab. (F3988) Ability to print the details of the delivery (date sent, etc.). (F4360) |
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| F1681 | 1.92 | Delivery | Certificates | Address book - Client certificate holder location. |
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| F1885, F1898, & F2192 | 1.92 | Delivery | Save delivery draft. |
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| F1907 | 1.92 | Delivery | Attachments | Ability added to view attachments prior to sending. |
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| F2118 & F2734, & F2735 - F2741 | 1.92 | Delivery | Certificates, Policy, Invoice, Attachments, Binder, Verifications, Cancellations, Claims | Add search, sort, save filter settings and paging to delivery screens. |
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| F2643 | 1.94 | Policies | Delivery | Add delivery to policy and marketing levels. |
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| F2686 | 1.92.5 | Delivery | Certificates | During the delivery process, check box selections for delivering certificates are maintained when navigating to next selection screen. |
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| F2727 | 1.92 | Delivery | Delivery restricted to posted binders. |
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| F2728 | 1.92.5 | Delivery | Attachments | Added the ability to print preview the fax cover page and email text. |
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| F2734 - F2741 | 1.92 | Delivery | Certificates | Add search , sort and paging. |
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| F3324 | 1.91 | Delivery | Fax Cover | Format text wrapping. Added ability to wrap text on fax cover. |
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