Quick Reference Guides

This section contains step-by-step reference guides, with shortened versions of the documentation. It includes the relevant steps and configuration details needed to use the section you are viewing.

This section aims to provide additional resources in order to use the section of the system without any delays.

To view a Quick Reference Guide PDF, select an option from the Quick Reference menu above.

• Policy for Certificate Issuance
• Booking a Shipment and Issuing a Certificate
• Configuring Policy Rating
• Configuring a Basic Policy for Billing
• Customizing the Shipment Screen
• Managing a Referral
• Converting G3 Policy to G4
• Security Rights and Roles
• Cognos 11

To view the User Guide in a different language, navigate to the Other Languages section.