Agency Document Library Management

Note: Users must have the authority, "Modify Agency Document Library," (Diamond Administration group) to access this function to add, edit and delete the content for the Agency Document Library on the Web. Users not having this authority will not see this as a menu item.

This allows users to add manuals and / or documents to their Agency Web without assistance from Insuresoft personnel. Types of manuals might include a state's most current Auto Manual, ACORD forms or a state's most current Underwriting Guidelines.

Add a Category

First add a category and select your company from the Display Categories and Documents combo:

• Click New

• Description: Enter a brief narrative for the category (e.g., ACORD Forms).

• Table Order: Enter a number or, if categories already exist, use the up or down arrows to place the category in the order in which it should appear.

• Sort By: Select Sort by Title Ascending or Sort by Upload Date Descending.

• Update: Click the Update link. This adds the category to your Document Library.

If you want to add a sub-category to an existing one:

• Highlight the category in the Data Grid.

• Click New.

• Enter a description, select a level and select the sort method.

• Click  Update to add the sub-category.

Once categories are established, these are written to the Document Category table.

Adding Documents (Files) to a Category

Once categories are added, you can then add documents to each category. In the upper part of the screen:

• Highlight the category you are adding documents or manuals to.
• In the Available Documents section, click the New link.
• When the Upload New Documents screen displays, click Browse.
• Highlight the document, and select Open.
• When the Upload New Documents screen returns, click Upload. This places the document in the selected category and displays its title, file name / size, date uploaded and status.

Note: If the file selected is not correct, click Remove prior to Upload.

• You can also add multiple documents (files) to a category at one time by clicking the Add button. This opens a dialogue for selection of another file. Once you have found the files you wish to add, simply click Upload to add them to your selected category.

Documents added are stored in the Documents table.

Editing / Deleting Categories

Categories can be edited and / or deleted.

• Highlighting the category and clicking Edit allows you to change the selected category's description, order and sort type. When finished, clicking Update saves the changes.
• Highlighting the category and clicking Delete allows you to remove the selected category AND all documents within that category; use caution! When deleting a category, Diamond returns a validation: "Delete this document category (and all associated documents?" Answering Yes removes the category and ALL corresponding documents.

Editing / Viewing / Deleting Documents

Documents can also be edited (to some extent) and deleted.

• When editing a document, only the Title can be edited. Select the Title, and click Edit, make your changes, then click Update.
• If you want to look at the contents of the document, click View, then Open  to see the contents of the document.
• To remove a document from a category, click Delete opposite the document. Answer OK to the question:"Delete document?" The document is removed from the Data Grid.