Managers - Certificate Blocks
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      2. Managers - Certificate Blocks

      Certificate Blocks - Overview

      How to utilize certificate blocks in order to flexibly create certificates of insurance.

      Certificate blocks are the components that make up a certificate. These blocks can be selected, created, and edited from the Certificate Editor or the Template Editor. They each have their own manager where a user can also create and edit their blocks. 

      Certificate Blocks Include:

      1. CID "Certificate of Insurance Document" Manager 
      2. Agency Contact Manager 
      3. Named Insured Manager
      4. Line of Business Manager
      5. Language Library
      6. Holder Manager
      7. Agency Signature Manager 
      8. Endorsement Manager

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