7 January 2019

Insured Name Requirement Option for 360 Value Reports

  • The Require Insured Name checkbox on Settings > Vendors > 360 Value controls whether or not a Named Insured is required to pull a 360Value report on a policy. If the checkbox is checked, a Named Insured must be included in the request report.

Private Folder Upload Notes Setting

  • The private_folder_upload_notes advanced setting determines whether or not notes will be created when a file is uploaded to a private folder.
    • False (Default): Notes will not be created when a file is uploaded to a private folder.
    • True: A note will be created when a file is uploaded to a private folder.