Advanced Enterprise Technologies, Inc.
Table of Contents

Edit Policy

Please note that a certificate cannot be changed once it is issued.  If you edit a policy, the changes in the policy will only appear on certificates issued after edits are made.

 

  1. Open the Certificate Policies module of the account you plan to edit.
  2. Find the policy within the list. Under the action menu, click Edit.

  3. Details of your policy will appear. Make changes as needed. You will be able to edit any of the fields except for the type of ACORD form.
  4. Click Save Policy.

 

See Tutorial:  Select a Certificate Renewal Delivery Option

 

See Tutorial:  Setting Up Automatic Underwriter Emails