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 |
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| D720, D868, F422, F423, D1617 | 1.92.5 | Policies | Attachments | Changed servicing process so that attachments do not duplicate during policy servicing. | 
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| 1.93 | Attachments | A warning will be displayed if an attachment is too large. |
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| E3068 | 1.83 | Office Integration | Validation | Added Validate button to Nexsure toolbar. The button will validate the structure of custom fields such as HideBegin and HideEnd. It will help locate a problem related to the custom fields. |
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| E3069 | 1.83 | Office Integration | Templates | New functionality will merge the date in the document header and footers. |
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| E3070 | 1.83 | Office Integration | Templates | Added LOB ID and LOB Description node to LOB node in XML tree. |
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| F685, F3708, F3805 - F3810, F3830, F3831, F4458, F4460 - F4462 | 1.95 | Doc Mgmt | Attachments |
Client > Attachments: Added save filter settings. (F685) Filter setting enhancement ‐ The filter screens will remain open when searching and other filter changes. (F3708) Policy > Attachments: Filter Enhancements; The search filter will remain open through paging, added restore option, show filter option upon entry if no results or records exist, change placement of paging, toggle show/hide options. (F3805) Added save filter settings and files per page drop-down. Policy > Attachments (F3806) Filter Enhancements; ‐The search filter will remain open through paging, added restore option, change placement of paging, toggle show/hide options. Marketing > Attachments (F3807) Added save filter settings and files per page drop-down. Marketing > Attachments (F3808) Filter Enhancements; ‐The search filter will remain open through paging, add restore option, change placement of paging, toggle show/hide options. Opportunity > Attachments (F3809) Added save filter settings and files per page drop-down. Opportunity > Attachments (F3810) Added date variables. Client > Attachments (F3830) Added date variables. Policy > Attachments (F3831) Added date variables: Opportunities > Attachments. (F4458) Added date variables: Retail Agent > Attachments. (F4460) Filter Enhancements ‐ The search filter will remain open through paging. (F4461) Added save filter settings and files per page drop-down. (F4462) |
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| F2354b | 1.93 | Document Management | Attachments | Progress information is available when adding attachments to Nexsure. |
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| F2482 | 1.93 | Doc Mgmt | Attachments | Added folder structure for attachments. Security. |
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| F2482 | 1.93 | Doc Mgmt | Attachments | Added folder structure for attachments. Folder setup. |
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| F2482 | 1.93 | Doc Mgmt | Attachments | Added folder structure for attachments. Folder use. |
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| F2601 | 1.92.5 | Office Integration | Attachments | In Nexsure office integration, a fax number and phone number extension for the selected assignment has been added to the XML tree. |
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| F2631 | 1.94 | Doc Mgmt | Ability to have multiple instances of OI open at once. |
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| F2646 | 1.93 | Doc Mgmt | Attachments | Added ability to open attachments in read-only mode if checked out by another user. |
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| F2675 | 1.92 | Office Integration | Templates | Added functionality to import external Microsoft Word documents to Nexsure office integration documents. |
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| F2965 | 1.93 | Doc Mgmt | Templates | Policy Description field available to pull into a Microsoft® Word and Excel®template also viewable in the policy list summary screen. |
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| F3014 | 1.93 | Doc Mgmt | A window to prompt users to close open documents when logging out of Nexsure has been added. |
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| F3281 | 1.93 | Doc Mgmt | Attachments | When adding Microsoft Outlook® message attachments the user is provided an opportunity to name before attaching. |
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| F3296 | 1.91 | Office Integration | Word | Ability to save without closing document and saving then updates/renews session time. |
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| F3297 | 1.91 | Office Integration | Documents | Document divisions. |
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| F3514 | 1.94 | Doc Mgmt | Ability to enable and disable folder. Ability to copy folders. |
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| F3716 | 1.94 | Office Integration | Full merge field validation. |
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| F3811, F3812, F3832 & F4459 | 1.95 | Setup | Document Templates |
Filter Enhancements; ‐The filter will remain open through paging, added restore option, change placement of paging, toggle show/hide options. Setup > Document Templates (F3811) Added search by doc type. (F3812) Setup > Document Templates: Added files per page drop-down. (F3832) Added date variables: Setup > Document Templates. (F4459) |
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| F3992 | 1.95 | Setup | Document Templates | Added ability to make templates inactive. (F3992) |
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| F4277 | 1.95 | Certificate Detail | Attachments | Switched order of Cancel and OK buttons on certificate add attachment screen. (F4277) |
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| F5382 - F5408 | 2.0 | Document Management | Templates | New Office Integration fields added including the ability to create claim document templates. |
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