About the Contract List Pane

Touchstone supports exposure data contained in four types of policies and certificates.

The Contract List pane displays the list of contracts in a grid that initially displays the Contract Summary Fields. The first time you open the Contract List pane, Touchstone displays the default Contract Summary columns. The Column Chooser enables you to select the columns to include in the grid, including Contract User Defined Fields.

When you highlight a contract in the grid, the row is highlighted in green. You can edit most of the fields in the grid; when you click in an editable field, the green highlighting disappears. Fields marked with a red asterisk (*) in the grid are required fields, that is, you must enter information in the field when you add a new contract.

Click here for information about working with grids.

Related topics

       Types of policies and certificates

       Column Chooser

       Contract List

 


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Touchstone 7.0 Updated September 03, 2020