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How to create and manage library language.
Users create and manage entries in their Language Library which are then accessible from the Description of Operations on the Certificate Editor and Template Editor pages. Library language can be searched and filtered by a variety of columns.
The user can edit, activate, or deactivate existing library language. They can also create new language. The + CREATE LANGUAGE will pop up a modal for the user to complete. The name and content fields must be completed, and entries names must be unique.
Once the user creates their language, it will be available as a selection from the Description of Operations on the Certificate Editor or Template Editor.
Library langauge is global across an agency or brokerage meaning if a user creates an entry for their insured another user can use that same entry for a different insured.
Library langauge permissions can limit a user's ability to create entries or add them to certificates if needed. Please see GROUP PERMISSIONS for more details.