Appulate Release 2/11/16

Appointed Agency Flag

A new flag, Appointed with our market, was introduced for market’s agency properties. “Appointment” means that, for example, there is a commission sharing agreement in place between the market and the agency, the agency’s errors & omissions liability is insured, etc. 

The flag is located on My Market tab of the agency’s properties as shown on the screenshot:

Appulate Release 2/11/16

By default, the flag is not set. When the flag is set, an interface for uploading documents related to the agency’s appointment and working with those documents becomes visible (see screenshot for an agency with no appointment-related documents uploaded):
Appulate Release 2/11/16

Files can be uploaded by dragging and dropping them to the drop zone below the file grid or via a menu upon clicking Select. A user can upload up to 10 MB of files at a time. There is no cap on the number or total size of files uploaded.

Files are shown on a grid that has three columns, File Name (name and extension of the uploaded file), User (name of the market’s user that uploaded the document), and Actions (controls for downloading and deleting the file). Files are sorted according to the time of their upload.

Appulate Release 2/11/16

One page of the grid lists up to 20 files. If there are more files uploaded, they are shown on the next page. The number of pages and the total number of uploaded files as well as controls to navigate between adjacent pages or directly to a certain page are shown underneath the files grid.

Appulate Release 2/11/16

If the flag Appointed with our market is unselected, the file grid interface becomes hidden. The files remain in the system and are shown if the flag is set again. 

Also, the Agencies -> Selected grid now has a column Appointed. For appointed agencies (with the flag set for them), a tick mark is shown in this column. A hint is shown if a user hovers the mouse pointer over the tick mark:

Appulate Release 2/11/16