Viewing the Contract Summary Dashboard in Underwriting Contract Mode

 

Once you have added a contract in Underwriting Contract Mode, you can view the Contract Summary Dashboard that provides widgets to display and summarize key contract data points as well as the results of various analyses by type. For detailed information about the widgets, data, and results that the contract summary displays, see Contract Summary Dashboard in Underwriting Contract Mode.

To view the Contract Summary Dashboard in Underwriting Contract Mode, perform the following steps:

1.      On the Touchstone Underwriting Contract Mode Home tab, click the contract that you want to view. The Contract Summary Dashboard appears.

2.      To view or hide widgets within the Contract Summary Dashboard, click Show/Hide Content Items .

3.      In the View Options, select the check box next to each content item that you want to view. Clear the check box next to each content item that you want to hide.

4.      To close the View Options, click Show/Hide Content Items again.

5.      To change the layout of the widgets within the Contract Summary Dashboard, click Change Layout of Content Items .

6.      In the Layout Options, select the desired widget layout.

7.      To close the Layout Options, click Change Layout of Content Items again.

 

 

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Touchstone V3.0 Updated December 01, 2016