To add Subjectivities follow the steps below:

 

1. Expand the Subjectivities panel (by selecting the arrow on the right)

 

 

2. Select the checkbox next to a Default Subjectivities or proceed to Steps #3-5 to add an additional subjectivity 

 

 

3. To create Additional Subjectivities enter the details into the blank field and then select the plus button. 

 

4. Confirm that the Additional Subjectivity appears under the User Subjectivities section

 

 

5. Select the checkbox next to the Additional Subjectivities to add it the documents

 

 

6. Generate the Quote/Binder/Issue Document and confirm that the subjectivity properly displays.

 

 

 

Contact [email protected] if it does not display.