Delivery

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.
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)

F1681 1.92 Delivery Certificates Address book - Client certificate holder location.
F1885, F1898, & F2192 1.92 Delivery   Save delivery draft.
F1907 1.92 Delivery Attachments Ability added to view attachments prior to sending.
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.
F2643 1.94 Policies Delivery Add delivery to policy and marketing levels.
F2686 1.92.5 Delivery Certificates During the delivery process, check box selections for delivering certificates are maintained when navigating to next selection screen.
F2727 1.92 Delivery   Delivery restricted to posted binders.
F2728 1.92.5 Delivery Attachments Added the ability to print preview the fax cover page and email text.
F2734 - F2741 1.92 Delivery Certificates Add search , sort and paging.
F3324 1.91 Delivery Fax Cover Format text wrapping. Added ability to wrap text on fax cover.