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On the top of the policies list, you can see the Policy Summary document, and 2 action buttons: Send Summary and Generate Summary. You can download the latest policy summary by clicking on it name.

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1. Introduction

Seamless provides you the ability to generate a PDF document with multiple policies inside, which is called a Policy Summary document.

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Before you begin

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2. Generate a policy summary document

1. Click the Generate Summary button

2. Select the policies you want to generate. You have the option to customize the policy list by choosing filters at the top of the page.

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3. Click the Select button

4. Wait for Seamless to generate the PDF file. The recent file will be displayed on the policy list.

3. Send a policy summary document via email

1. Click the Generate Summary button

2. Choose the currency and confirm

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3. The system will generate the latest summary

4. You can click on the document name to download it

How to send a new summary to email

1. Click the Send Summary button

2. Choose the currency and confirm

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3. The system will generate the latest summary and send it to your mailbox Select the policies you want to generate. You have the option to customize the policy list by choosing filters at the top of the page.

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4. Click the Select button

5. Choose the sending method: you can choose either sending the summary document only, or sending the summary document with all policies' static attachments

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6. Click the Next button

7. Choose the recipient: can be one of the seller of the selected policies, or yourself

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8. Wait for Seamless to generate the PDF file and send it to the recipient mailbox. The recent file will be displayed on the policy list.