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Table of Contents Bridge User Guide - Table of Contents 1 TABLE OF CONTENTS ....................................................................................... 1 INTRODUCTION ................................................................................................... 4 Guide ........................................................................................................................ 4 PRODUCTS .......................................................................................................... 5 Creating a New Product ...................................................................................................... 5 Viewing and Modifying a Product ....................................................................................... 7 Deactivating a Product ........................................................................................................ 8 PREMIUM TYPES .............................................................................................. 10 Creating a New Premium Type ......................................................................................... 10 Viewing and Modifying a Premium Type .......................................................................... 12 Deactivating a Premium Type ........................................................................................... 13 LOOKUP TABLES ............................................................................................. 14 Preparing the Lookup File ................................................................................................. 14 Uploading Lookup Tables ................................................................................................. 15 Viewing and Modifying Lookup Tables and Versions ....................................................... 18 Deactivating a Lookup Table ............................................................................................ 19 Deleting a Lookup Table Version ...................................................................................... 20 OPTION LISTS ................................................................................................... 22 Creating a New Option List ............................................................................................... 22 Viewing and Modifying an Option List ............................................................................... 27 Deactivating an Option List ............................................................................................... 28 WORKFLOW CONFIGURATIONS ..................................................................... 30 Managing Fields .................................................................................................... 31 Creating a New Field ........................................................................................................ 31 Setting Default Values for Rich Text Fields ...................................................................... 41 Viewing and Modifying a Field .......................................................................................... 42 Deactivating a Field .......................................................................................................... 44 Version 2.2.1 Bridge User Guide Product Design
Bridge User Guide - Table of Contents 2 Managing Panels ................................................................................................... 45 Creating a New Panel ....................................................................................................... 45 Viewing and Modifying a Panel ......................................................................................... 56 Deactivating a Panel ......................................................................................................... 57 Copying a Panel ................................................................................................................ 58 Managing Screens ................................................................................................. 60 Creating a New Screen ..................................................................................................... 60 Viewing and Modifying a Screen....................................................................................... 63 Previewing a Screen ......................................................................................................... 65 Deactivating a Screen ....................................................................................................... 66 Managing Workflows ............................................................................................. 67 Creating a New Workflow ................................................................................................. 67 Viewing and Modifying a Workflow ................................................................................... 75 Publishing a Workflow ....................................................................................................... 77 Deactivating a Workflow ................................................................................................... 78 ADDITIONAL RESOURCES .............................................................................. 79 Managing Clauses ................................................................................................. 80 Creating a New Clause ..................................................................................................... 80 Viewing and Modifying a Clause ....................................................................................... 82 Deactivating a Clause ....................................................................................................... 83 Managing Triggers................................................................................................. 85 Creating a New Trigger ..................................................................................................... 85 Viewing and Modifying a Trigger....................................................................................... 90 Deactivating a Trigger ....................................................................................................... 92 Managing Email Templates ................................................................................... 93 Creating a New Email Template ....................................................................................... 93 Viewing and Modifying an Email Template ....................................................................... 95 Deactivating an Email Template ....................................................................................... 96 Managing Document Templates ........................................................................... 98 Uploading a New Document Template ............................................................................. 98 Viewing and Modifying a Document Template ................................................................. 99 Deactivating a Document Template ................................................................................ 101 EXPORT / IMPORT .......................................................................................... 103 Download Word Ribbon .................................................................................................. 103 Version 2.2.1 Bridge User Guide Product Design
Page 1: User Guide Product Design Version 2
Page 5 and 6: Introduction Bridge User Guide - In
Page 7 and 8: Bridge User Guide - Products 6 Name
Page 9 and 10: Bridge User Guide - Products 8 Acti
Page 11 and 12: Premium Types Bridge User Guide - P
Page 13 and 14: Bridge User Guide - Premium Types 1
Page 15 and 16: Lookup Tables Bridge User Guide - L
Page 17 and 18: Bridge User Guide - Lookup Tables 1
Page 23 and 24: Option Lists Bridge User Guide - Op
Page 25 and 26: Bridge User Guide - Option Lists 24
Page 31 and 32: Workflow Configurations Bridge User
Page 33 and 34: Bridge User Guide - Workflow Config
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Bridge User Guide - Workflow Config
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Bridge User Guide - Additional Reso
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Bridge User Guide - Export / Import
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Appendices Bridge User Guide - Appe
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Bridge User Guide - Appendices 108
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