View and edit lines in the agreement.
View and edit lines
Follow these steps to view and edit lines in an agreement's Line Items component:
- In the desired agreement, select the Lines tab.
- Review the line items. For example, check the lines' Policy Value against Guidance, or evaluate the lines' Score.
- To make a change, select one or more lines and then select either Edit or Mass Edit.
- If you select Edit, in the Edit Lines modal that opens, change the value of the line or lines. You can also edit policy types for lines.
- If you select Mass Edit, you can perform formulaic bulk edits or refreshes on selected line items.
- Select Save.
- To delete lines from the list, select one or more lines, and select Delete.
You can further configure the Line Items component and the Edit Lines modal to fit your needs.