Forms screen for general liability
The Forms screen displays the forms that have been inferred by forms inference.
PolicyCenter does not store the content of any forms associated with a policy. Therefore, the Forms screen only identifies that zero, one, or more, forms have been associated with the policy. The Forms screen simply lists form instances that indicate the physical forms, which are usually printed by an issuance system. Each form instance contains identifying information, such as the form number. The forms screen does not display the actual content of the form. The form content is not stored in PolicyCenter.
In the base application, PolicyCenter identifies the forms to add:
- When quoting the policy
- When binding the policy
You can customize this screen to display additional information about the form. For example, the Endorsement # and Replacing # columns do not display anything in the base configuration. You can customize this screen to display an endorsement number in the Endorsement # column. The Replacing # column can display the endorsement number previously added to the policy that this endorsement replaces.
