Display SmartView checkbox 10, 44 Display Submissions/Policies Panel checkbox 10, 44 Display Welcome Page Content checkbox 10, 43 Distributor Change History panel 6, 11 Distributor Code field 19 Distributor field 2, 6, 8, 14, 51 Distributor Import XML Details 128 Distributor Import XML Sample 126 Distributor Information page 17, 18, 21 Distributor List 17 Distributor Owner 6 Distributor Owner panel 2, 8 Distributor Parameters panel 19 Distributor Reference Code 22 Distributor XML node 122, 126, 128 DistributorInfo XML node 129 Distributors menu item 17 Distributors XML node 122 Download link 87, 88 Draft status 84 Driver Field column 85 Drop Down control type 123 Duration column 92 E Effective Date column 54, 85 EffectiveDate XML node 122 E-mail column 48 E-mail field 5, 9, 40 Email XML node 128 Employee Number field 4, 40 Error Code column 96 Error Message column 96 Error severity 96 trace view component 95 Errors column 55, 56 Event column 89, 97 field 90 Event Tracking menu item 89 Event Tracking page 89 Event Tracking panel 90, 91 Event Tracking report 92 Events panel 89, 92 Export button 79 Export Grid button 55, 56 Export Grid menu 53, 55, 57 Export Now option 53, 55, 57 Export Rates button 84 Export Resources button 86 Exporting a Language File 79 External Links page 66 F Fax field 3, 18, 28, 34 Fax XML node 122, 128 Field Override field 24 Field Override Trigger field 23 Field XML node 123, 124 Fields XML node 122 File field 67 Name column 48 First Name field 4, 9, 40 Flat Amount rate type 85 Footer 77 Footer content area 75 Forgot Your Password link 47 Forgot your Password page 75, 76 Full Event Tracking Report 89 Function Parameter trace view component 94 Function view component 94 G General Information page 60, 69, 74, 77 General Information panel 22, 59, 61, 67 GeneralInsuringConditions XML node 124 Generating the Users & Roles Report 47 Grid Field trace view component 94 Grid Header colors 106 Grid Header Text colors 104
Group External Links in a main menu item checkbox 66 H Head Office 17 Header 77 Header Background colors 99 Header content area 75 Home page 10, 43 Home Page Preferences panel 10, 43 I File field 77 Import 52 Import button 83 Import Details panel 54 Import File 52 Import Files panel 52, 53 Import button 85 Import Resources button 86 Import/Export 84 Import/Export Rates panel 84, 85 Import/Export Resource Codes 86 Import/Export Resource panel 86 Importing a Language File 82 Importing Bound Transactions 54 Importing Distributor Companies 56 Include Exclude control type 123 Include Exclude List control type 123 Individual Client Information page 8 In-Focus Field Background colors 115 Insert Image button 77 InsuredValue XML node 124 Insurer Code field 29 Insurer field 51 Insurer Information page 27 Insurer List panel 27, 30, 32 Insurer Parameters field 29 Insurers menu item 27, 29, 32 Insurity authentication option 12, 41 Introduction 1 L and Control Text colors 101 Label control type 123 Label field 67 Landscape orientation 53, 55, 57 Language File sample 80 Last Modified By field 8, 13, 21, 31, 37, 45, 69 Last Modified field 60, 63 Last Name column 45, 47, 48 Last Name field 4, 9, 40 Last Published By field 59, 61 Licensee 51 Licensee Headquarters company 33 Licensee Information page 33 Licensee List panel 33, 36, 38 Licensee Offices menu item 33, 35, 38 Limit column 85 Limit XML node 126 Limits XML node 126 LimitType XML node 126 Link To File checkbox 67 Live status 15, 46 Logon page 75 Page 77 Logon Page content area 75 Logon Page Left content area 75 Logon Page Right content area 75 M Maintenance/Troubleshooting menu item 84, 86 Maintenance/Troubleshooting page 84, 86 Manage Language Spreadsheets panel 79, 83 Managing Add-Ins 87 Managing Clients 2 Managing Companies and Users 17 Managing Distributor Commission Overrides 24 Managing Distributor Companies 17 Managing Distributor Master Cover Associations 21 Managing External Links on the Main Menu 65
Managing Insurers 27 Managing Licensee Offices 33 Managing Portals 58 Managing User Accounts 39 Master Association window 22, 24 Master Associations panel 20, 21, 22 Master Cover column 20, 22, 24 Master Cover field 22, 84, 85 Master Covers panel 12, 30, 36 MasterCover XML node 121 Menu Background, Label Area, Widget Background and Grid Alternating Row colors 107 Menu label for External Links field 66 Menu Text colors 108 Minimum rate type 85 Modern Large Font skin 72 Modern Small Font skin 71 Modifying a Language File 80 Modifying a Portal 64 Mouse Over Menu and Mouse Over Widget Buttons colors 110 Multi Select control type 123 Multiplier rate type 85 N Name column 5, 14, 17, 30, 36, 58, 64, 65, 66, 70, 75 Name 3, 18, 28, 34, 59, 61 NetChangeAmount XML node 125 New Business transaction type 54, 121 New Company menu item 2 New Individual menu item 8 Next button 24 Next Row button 26 Notification severity 96 Number column 54, 56 O Office administrative level 42 Open button 77, 83 Operation column 91 Owner XML node 122 Owner's Name field 18, 28 P Panel Header Bottom Border colors 102 Panel Header colors 105 Header Text colors 103 Parent Company field 34 ParentArrayItem XML node 124 Password E-mail Templates menu item 50 Password E-mail Templates page 50 Password Pages Left content area 75 Password Pages Right content area 76 Payload column 92 Payload link 92 field 3, 5, 9, 18, 28, 34, 40 Phone XML node 122, 128 Policies XML node 121 Policy Form Left content area 76 Policy Form Right content area 76 PolicyIdentifiers XML node 121 PolicyNumber XML node 121 PolicyTermIdentifiers XML node 121 PolicyTermNumber XML node 121 PolicyTransactionIdentifiers XML node 122 Portal - Appearance page 70 Portal - Content page 75 Portal - Custom Menu page 65 Portal - External Links page 66 Portal - General Information page 58, 61, 64, 65, 70, 75 Portal List panel 58, 61, 64, 65, 70, 75 Portal panel 65, 66, 70, 75 Portals menu item 58, 61, 64, 65, 70, 75 Portals page 58, 61, 64, 65, 70, 75 Portrait orientation 53, 55, 57 Premium Type - Commission (%) Overrides panel 24, 25 Premium Type - Commission (%) Overrides window 25 Premium Type column 85 Premium Type field 25