Managing Policy & Account Statements
Statements (also known as account or policy statement) are managed from the policy and account Documents tab. Policy and account documents are managed from the respective policy detail page.
Add Policy & Account Statements
📌 Note: For Statements to display on the Swivel Summary, they must be a Statement document type.
From any Contact record, navigate to the desired Product Line and > click the policy hyperlink to open the policy detail page.
Go to the Documents tab > click +New Document button.
From the drop-down, select Statement document type.
Complete the New Document form.
Name (optional)
Description field (optional)
Document Date > enter the effective statement date (e.g. 1/1/2023)
Go to Choose File > click Browse to upload the statement file or drag and drop the file.
Tags (optional)
Click Save.
🔍 Tip: You can also create Folders to organize client documents.