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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.
Or
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.
If any certificates have distribution instructions that were added at mid-term issuance, this will be indicated in the prompt as well.
After clicking “Issue,” you’ll receive a prompt confirming the number of certificates being issued.
If any certificates have distribution instructions from the original issuance, this will be noted in the prompt.
You’ll also be asked whether you’d like to:
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Download a copy of the certificates,
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Send via email using the mid-term distribution instructions,
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Exclude endorsement attachments.
Once you confirm and proceed with issuance, you’ll return to the Bulk Jobs Manager grid.
If you prefer to print or download the certificates from the Bulk Jobs Manager, use the Actions button next to the job. You can then select either Download as Single PDF or Print.
Please note:
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Certificates are grouped in batches of 500.
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If you download as a single PDF, each batch will include up to 500 certificates.
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If printing, you can choose to:
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Print only certificates that weren’t emailed, or
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Print all certificates — also in batches of 500.
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Select your preferred batch and proceed from there.
That’s it — you’ve completed and issued your revised certificates!
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.
