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A bulk revision allows a user to make changes to multiple certificates at once. This method may be utilized when an Insured or Holder requests an update to a group of certificates.
To download a comprehensive step-by-step walkthrough, click HERE.
This guide will walk you through the process of revising a single certificate.
For purpose of this walkthrough, we will imagine the revision request is asking for 30-day Notice of Cancellation verbiage to be added to all certificates issued for a specific Holder.
Scroll through the walkthrough below to review processing a single revision.
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Locate and click the topic below to jump to that segment of the walkthrough.
- Starting a Bulk Revision
- Bulk Editor
- Reviewing and Issuing the Bulk Revision
- Edit or Cancel a Bulk Revision in Progress
Starting a Bulk Revision
To begin a bulk revision, click the “Certificates” dropdown on the left menu, and select "Bulk Jobs”.
On the next screen click "+ Create Bulk Job" in the upper right corner.
Within the slide-out menu, you’ll need to give your bulk revision a name.
You can narrow down the certificates you'd like pulled into the bulk revision by selecting the Named Insured and/or the Holder name. If you leave these fields blank, all active certificates will be pulled into the bulk revision. You can also narrow down the certificates for the bulk revision on the next screen.
To proceed with the bulk reivision, click "Create".
Selecting the Certificates to Revise
Once you are in the bulk revision, you can narrow down and select the applicable certificates by either scrolling through the list and checking off the ones you need or using the filters to locate specific certificates.
Once you have selected the certificates needed for the revision, click “Edit All” in the upper right section.
Bulk Editor
You will then be brought to the Bulk Editor.
Within the Bulk Editor, you can revise the following items of the certificates by clicking on the corresponding tab for that section.
In our example, the requestor has asked for 30-day Notice of Cancellation verbiage to be added to the DOO for all certificates.
To update this, click the tab for “Description of Operations”.
You can either select to add to the existing DOO for all selected certificates or replace the verbiage in the DOO for all selected certificates.
Depending on which you selected, you will receive one of the below messages at the bottom of the editor advising what that selection entails.
You can also utilize the verbiage already established in your agency’s Language Library.
Select the verbiage and click “Add Description of Operations”.
Confirm the verbiage added to the DOO.
Click “Save Edits” to save the changes to the selected certificates.
If you need to make additional edits, you can select another tab and proceed with your bulk revision edits.
When you are ready to proceed with issuing, click “Complete Bulk Edit” to return to the bulk jobs and certificate list.
Reviewing and Issuing the Bulk Revision
To proceed with issuing the bulk revision certificates, click “Issue All” in the upper right corner.
You will receive a prompt that indicates how many certificates are going to be issued.
If any certificates have previous distribution instructions that were added at the original issuance, this will be indicated in the prompt as well.
You’ll also be asked if you want to download a copy of the certificates, send via email according to the mid-term distribution, and exclude the endorsement attachments.
Click “Issue” to proceed with issuance.
After clicking "Issue", you will be brought back to your Certificate Manager.
Edit or Cancel a Bulk Revision in Progress
Within the Certificate Manager, a calendar icon will display on any certificates that are part of a bulk job.
Hovering over the calendar icon will also advise of the bulk job.
These certificates will be unable to be edited or included in another bulk job until the current one is completed or cancelled.
If you had to leave your bulk job for any reason, you can return the same way it was initially started from the Bulk Jobs manger via the Certificates menu.
Upon re-entering the saved bulk revisions, within the "Actions" drop down, you can cancel the bulk job if it is no longer needed, or to view to continue with the bulk job.
If you selected to cancel the bulk job, you will receive a confirmation prompt.
Click “Yes” to proceed with cancelling and you will be brought back to your Certificate Manager.
