1
View Aggregate Policy Journals
1.1
Search the desired policyholders from any sub tab.
1.2
Click the desired policy to view its summary information.
1.3
Click the Policy category button.
1.4
Click Journal under the Policy category.
1.5
Choose the categories of journals you want to view from the Categories drop-down. Check the box next to each desired category, then click OK. All journals matching your selection appear in the Journal list.
1.6
Specify whether you want to view journals for the current year, specific prior years or all years.
1.7
To view journals in a separate browser window, click Tasks and choose List View.
A
Generates a PDF of the listed journals.
B
Attached files. Click a file to download it to your computer.