Understand how the BindHQ Document Library works
Last Updated: January 2023
This article explains how the BindHQ Document Library works.
The sections for this article are:
- What is the BindHQ Document Library
- How to access the BindHQ Document Library
- Create and edit documents
- How to access the documents from the BindHQ Document Library
What is the BindHQ Document Library
Admins can access the BindHQ document library to manage different documents and forms used for different Insurance business processes. Examples might include Renewal solicitation brochures, Supplementals, Premium Finance forms, and Policy forms to be used for issuance.
These documents can be accessed by everyone in a BindHQ division when sending out emails via the side panel or via the Renewals Manager.
How to access the BindHQ Document Library
Admins can access the BindHQ Document Library on Admin / Advanced Settings / Document Library
The Document Library listing screen displays the Documents uploaded to the system. The list can be filtered based on various criteria.
Create and Edit Documents
To create a new document in the BindHQ Document Library, click "+ New Document".
Add a Name and a Description for the document. This will be displayed when users want to filter the list of available documents when sending an email.
The Line(s) of Business dropdown enables users to associate specific LOBs to the document. This can be used later on to filter the list of documents.
Click Browse to upload a document. Supported document types are .doc, .docx, .pdf.
Mark the document Inactive to hide it from the list of available documents.
To edit an existing document simply click the three dots then click "Edit" on the Document Library listing screen.
How to access Documents added to the Document Library
To access the documents stored in the BindHQ Document Library you need to be in a Policy context.
- Open the email panel
- On the compose page click "Attachments"
- Click the "Document Library" tab
On the Renewals Manager, when the create email modal comes up users can similarly choose documents from the Document Library.
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