1. Getting started
  2. Submissions & Quotes

Documents

Appulate supports different document types and saves a lot of time and effort to fill these documents with information.

Pages where documents are uploaded, stored, and edited, as well as available actions are listed in the table below. 

Tabs Types of documents Additional information
Forms page
  • ACORD forms
  • Supplemental forms

ACORD and Supplemental forms can be:

  • uploaded
  • generated during an RFQ with the prefilled information from the questionnaire.
Loss runs page
  • Loss runs

You can:

  • Upload loss runs
  • Send LossRunner requests
Documents page
  • Other
  • ExMod Sheet 
  • Policy
  • Notice of Cancellation
  • Declaration Page 
  • Resume/Bio 
  • Statement of Values
  • Contract
  • SL-2
  • MVR (a driving record, required in AUTOB submissions)
  • Vehicle Registration certificate
  • Quote
  • D-1

You can:

  • Upload documents
  • Send by email
  • Send by fax
  • Send Request
  • Edit
  • Move
  • Send Request to Complete
  • Get as one PDF
  • Merge PDF
  • Download as ZIP archive
  • Email
  • Delete. 
Policy > Policy docs
  • Policy documents
You can upload documents, send by email, or fax, edit or delete. 
Policy > Documents
  • ACORD forms
  • Supplemental forms
  • Quotes
  • Loss Runs
  • Other
  • ExMod Sheet 
  • Policy
  • Notice of Cancellation
  • Declaration Page 
  • Resume/Bio 
  • Statement of Values
  • Contract
  • SL-2
  • MVR (a driving record, required in AUTOB submissions)
  • Vehicle Registration certificate
You cannot upload documents on this page. Only documents uploaded during submission are displayed (Forms page, Loss Runs page, Documents page, and quotes).
Insured documents
  • ACORD forms
  • Supplemental forms
  • Quotes
  • Loss Runs
  • Other
  • ExMod Sheet 
  • Policy
  • Notice of Cancellation
  • Declaration Page 
  • Resume/Bio 
  • Statement of Values
  • Contract
  • SL-2
  • MVR (a driving record, required in AUTOB submissions)
  • Vehicle Registration certificate

You can

  • Upload files
  • Send by email
  • Send by fax
  • Edit
  • Move
  • Delete

 

Documents privacy

Appulate users can determine the privacy type of uploaded documents:

Some document types can have restricted access. On the interface, the lock icon near a document's name displays its access type.

Note: By default, the documents uploaded on the Market Smart Q&A page are available to all companies in the submission chain. This applies even if the uploading company has its Document access set to My company only.

Settings page

The default privacy state of all uploaded documents is determined by the Document access setting on the Setup > Settings page.

The Settings page is only available to admin users.

document access setting

Document Markup dialog

Each user uploading a document can decide if it will be available only to their company or all companies in the submission chain in the Document Markup dialog. It opens right after you upload a document.

Note: This setting is only available to the users of the company who uploaded a document.

Document privacy options

Regardless of whether you're setting the document access on the Settings page or the Document Markup dialog, two privacy options are available:

  • My company only - Documents will be shared only between the users of the company that uploaded them. They will not be attached to the submission and emails to the market.
  • All companies in submission - Documents will be shared between the users of the company that uploaded them, as well as with other companies in the submission chain.

Documents with restrictable access

Note: The sharing rules do not apply to the Insured documents page and appointment documents. 

You can restrict access to the documents with the following types:

  • Other;
  • ExMod Sheet;
  • Policy;
  • Notice of Cancellation;
  • Declaration Page;
  • Resume/Bio;
  • Statement of Values;
  • Contract;
  • SL-2;
  • MVR;
  • Vehicle Registration certificate;
  • D-1;
  • Quote.

Interface and actions

The lock icon near a document's name displays its access type. 

  • Documents with restricted access ("My company only") have the locked icon locked.
  • Documents with unrestricted access ("All companies in submission") have the unlocked icon unlocked.

document access

You can click the icon to change the access type. This action is applicable to:

Note: Only the users of the company that uploaded the documents can change their visibility. If an ACORD, Supplemental or LossRun document type was changed, this document will be visible to everyone.

Notes

If a document has a note added to it, the Documents page will display it in a separate column.

You can add document notes in the Document Markup dialog. It opens when you upload a document or click Edit in a document's row.

document notes