Account actions

The choices in the Actions menu for the Account File depend upon the current status of the account and user permissions. The following table describes each Actions menu choice. The marked cells indicate whether the menu choice is available for:

My Accounts screen
Accounts with active status
Accounts with pending status
Accounts with withdrawn status

Actions menu choice	My Accounts	Active	Pending	Withdrawn
New Submission – Navigates to the New Submission screen.	•	•	•
New Account – Navigates to the Enter Account Information screen.	•
New Note – Enter a new note at the bottom of the screen.		•	•
New Document – Select Link to an existing document or Create a new document from a template.		•	•
New Email – Enter a new email at the bottom of the screen.		•	•
New Activity – From this choice, you can select Interview, New mail, Reminder, or Request.		•	•
Withdraw Account – Sets the account status to `Withdrawn`.			•
Re-open Account – Sets the account status to `Pending`.				•
Move Policies to this Account – Select one or more policies to move to this account.		•	•
Rewrite Policies to this Account – Select one or more policies to rewrite to this account.		•	•
Merge Account into this Account – Merge another account into this account.		•	•