How to Add Endorsements with Multipage
This section explains how to manually add endorsements to a case using the multipage functionality.
You have the option of adding endorsement so they apply to the whole policy or you can add page specific ones.
Adding/Editing Questions – General Process
- Log in to SchemeServe as an Adminstrator
- Click on the Cases tab
- Click case you would like to add Endorsement to
- Click Endorsements tab
- Select either Policy Endorsements or a specific Page
- Select Memoranda or Conditions (Defaults Memoranda)
- You can either search for your Endorsement or just click the + button next to it to add
- You can edit an endorsement before saving it
NB. To add a manual Endorsement click the first + in the header bar and fill out the details.