Insurances

The Insurances pane allows you to enter all insurance information related to the Lease.

Create a new insurance entry: 

1. Navigate to a Lease home page.

2. Scroll to the Insurances pane.

3. In the toolbar of the Insurances pane, click Add.

   The pane expands to display a form.

4. Complete the form.

   Use the Vendor picker and Contact picker to select values for the Carrier and Contact fields.

   For more information on Vendor and Contact pickers, see Object Browser.

5. When the form is complete, click Save.

   The insurance entry appears in the Insurances pane.

By clicking the menu stacks button next to an insurance entry, you can edit or delete insurance as well as add a Note or view the insurance log.