Adding Locations

You can add locations to a contract by typing the location details in the user interface or by copying and pasting the location details from a spreadsheet.

Touchstone identifies required fields with a red asterisk *.

1.     To add a location manually:

a.     Open the contract to modify.

The Contract Details pane appears.

b.     Select the Locations tab.

c.     In the highlighted empty row at the top of the grid, click in the Location ID cell.

A red box appears around the cell.

d.     Enter a unique location ID, other required information, and any other information that you want to include.

e.     Press Enter.

2.     To add locations by copying and pasting from a spreadsheet:

a.     In the spreadsheet, copy the rows that contain the locations to copy.

b.     In Touchstone, open the contract that you want to modify.

The Contract Details pane appears.

c.     Right-click in the Locations area, and then click Paste on the shortcut menu.

The copied locations appear at the bottom of the grid.

3.     Click Save .

If you do not want to save the changes, click and then click No in the Save project dialog box.

Related topics

•       Location ID

•       Required location information and other location information

•       Contract Details Pane

•       Location terms

•       Reinsurance treaties