New Contract Dialog Box

The New Contract dialog box enables you to select the method by which you want to add a new contract in Underwriting Contract Mode.

In the New Contract dialog box, select one of the following options and then click Create:

       Enter new: Enables you to enter contract data manually through the Touchstone user interface. You can add exposure data either by entering this information manually or by copying this information from a spreadsheet and pasting the data into the corresponding grid. For more information about the data that you can enter, see Contract Details.

       Import data: Enables you to add contract and exposure data by importing CSV files.

Related topics

       Underwriting Contract Mode

       Grids

       Contract Details

       Importing CSV Files

 


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Touchstone 7.0 Updated September 03, 2020