Entering Other Insurance Policies Data

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Entering Other Insurance Policies Data

 

Custom Other Insurance Policies is located on the Other tab on the Vendor Insurance tab.

 

1.From the toolbar, click Greenlight.

2.Click Greenlight, Greenlighticon-mh.
 
The main screen displays with the Dashboard tab active:
 
Greenlightmainscreenblank-mh
 

3.In the left navigation bar, click on the vendor.
 
The following screen displays with the Vendor Info tab active.
 
GreenlightVendorscreenVendorInfotab-mh
 

4.Click the Insurance tab.
 
The following screen displays:
 
GreenlightVendorscreenVendorInsurancetab-mh
 

5.In the middle of the screen, click the Other tab.
 
GreenlightVendorscreenVendorInsurancetabInsurancePolicytabs-mh
 
The following displays:
 
GreenlightVendorscreenVendorInsurancetabInsurancePolicytabsOthertabpane-mh
 
This is where you can add other insurance types.
 

6.Click Save, GreenlightSavebutton-mh.