Previously, a new client for a submission could be created as part of the process of creating the submission. If the client selection was skipped, the Select Client button was the only way to attach a client to the submission, but it would only allow the selection of existing clients. In addition, the client could not be edited once it had been attached to a submission.
The first enhancement allows client information to be edited and saved directly in the client detail window. On saving changes to the client within a submission, the client record stored in the system will also be updated. Changes made to a client record stored in the system, however, will not be applied to the client details within any submissions.
Changing the client attached to a submission can now be achieved through the Client Information widget. If the client selection was skipped, the Select Client link is available in the widget. If a client was selected or created, the Change Client link is available below the basic client information. Either link opens the client list window, where an existing client can be selected from those available under the same Distributor. The New Company and New Individual buttons are used to create a new client record for the current submission.
For more details on handling client information, please see the appropriate Bridge 2.1.0 - User Guide - Workflow document.
The background color for the header area can now be set independently of the background color for the rest of the page. This allows the background to be set to match any images or other content, without affecting the entire page.
With this release, the new area has been added to the Colors page of the Portal Management section. The default setting has been configured to match the current background color, so there will be no apparent changes until the header color is changed manually.
For more information on configuring portal colors, please see the Portals section of the Bridge 2.1.0 - User Guide - Reference and Administration.
With the wider screen format introduced in 2.0.0 for the use of Widgets, additional screen space has become available to each side of the main content area. This new feature allows custom content to be added to either side of certain pages within the system.
The content areas have been added to the Content section in Portal management. The following new areas can be selected:
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•Logon Page Left |
The left or right sides of the main logon page. |
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•Logon Page Right | |
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•Password Pages Left |
The left or right sides of the pages for requesting a password reset and changing the password itself. |
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•Password Pages Right | |
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•Policy Form Left |
The left or right sides of the submission/policy screen. The content appears below any Widgets that are in place for the submission or policy. These areas only appear on Multi-Screen workflows. |
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•Policy Form Right | |
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•Self-Registration Page Left |
The left or right sides of the self-registration page for new users. |
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•Self-Registration Page Right |
The Policy Form Left/Right areas are only visible to users with the new ViewPolicyContentAreas security right. This right has been automatically added to any roles that contain the ViewSubmission right. The other new areas are not controlled by the security right since the rights are not defined until the user logs in.
For more information on configuring portal colors, please see the Portals section of the Bridge 2.1.0 - User Guide - Reference and Administration.