View and edit lines in agreements

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:

1. In the desired agreement, select the Lines tab.
2. Review the line items. For example, check the lines' Policy Value against Guidance, or evaluate the lines' Score.
3. 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.
4. Select Save.
5. 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.