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Bridge User Guide - Table of Contents 3 MASTER COVERS ........................................................................................... 105 APPENDICES ................................................................................................... 106 Appendix A - Email Syntax ................................................................................. 106 Workflow and System Placeholders ............................................................................... 106 Tables ............................................................................................................................. 106 Triggers ........................................................................................................................... 107 Placeholders List ............................................................................................................. 108 Appendix B - Advanced Trigger Design ............................................................. 114 Mixing And and Or .......................................................................................................... 114 Version 2.2.1 Bridge User Guide Product Design
Introduction Bridge User Guide - Introduction 4 Wel<strong>com</strong>e to the Bridge insurance access portal. The system provides a full workflow, from the administration of products and coverage, to the submission and management of individual policies. Access to all features, options, and data are controlled by the settings in your user account. This guide is for users with product management rights, covering the creation and management of products, workflows, and resources to be used in the submission process. This guide assumes the user is familiar with the general functions of the system. For instructions on logging in and using <strong>com</strong>mon features throughout the system, see the User Guide - Introduction document. Guide Click a link to jump to the appropriate section. Products Premium Types Option Lists Workflow Configurations Additional Resources Export / Import Creating products in the system, used to group and categorize submissions. Creating premium types in the system, used to group related premium calculations. Creating lists of options for use throughout the system. Creating fields, panels, screens, and workflows for entering submissions. Creating other resources used in the setup of master covers. Downloading the Word Ribbon for use in creating document templates. Version 2.2.1 Bridge User Guide Product Design
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