Add lines to agreements

Add lines to your agreements by using the Add Lines component.

Add lines to an agreement

1. In the agreement, select the Add Lines tab.
2. Choose a product's Line Level to filter the list of products available. This can be a Product, Category, or Family. Each Line Level indicates the number of products available. For more on Line Levels and Policy Types, read Select Policy Types for lines.
3. In the Line Level list, select one or more products to add. You can sort the product columns by toggling Sort.
4. Once you have selected the products to add, select Add Lines.
5. In the Edit Lines modal that opens, you can adjust the lines you are adding. For more details on adjusting the lines, read Select Policy Types for lines.
6. Select Save.
7. Select the Lines tab to check the added lines. You can now view and edit the lines in the agreement.

Add lines to an agreement [1:30]

You can further configure the Add Lines component to fit your needs.