Document Management

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 # Category Subtopic Description of Change Video
F3811, F3812, F3832 & F4459 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)
F685, F3708, F3805 - F3810, F3830, F3831, F4458, F4460 - F4462 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)
F3992 Setup Document Templates Added ability to make templates inactive. (F3992)