Enabling Third-Party Contact Assignments in a Template

A third-party contact can be designated as a writer, reviewer, or assignee when creating a document or questionnaire. However, a document owner can assign third-party contacts to a document/questionnaire only after you enable that functionality in the template assigned to that document/questionnaire.

Important: Do not enable third-party contacts for a template used to create sensitive documents/questionnaires. This will help avoid document owners from accidentally or maliciously assigning third-party contacts to those documents/questionnaires.

1. Click System Settings.
2. Click Document Setup, and then click Templates.
3. Do one of the following:

• Click an existing template to open it.
• Click New Template, type a title, and then click Save.

Note: If the Questionnaire Module is enabled in your PolicyTech system, click the Documents or Questionnaires tab before clicking New Template.

4. In Template Setup, click Optional Settings.
5. Select Enable Third-Party Accounts.

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6. (Optional) If this is a new template, finish setting up the template.
7. Click Save and Close.
8. Inform document owners that the template is available for assigning third-party accounts to a document/questionnaire.

Important: If you modified an existing template that has already been assigned to documents/questionnaires, document owners must reapply the template before they can assign third-party contacts. Refer document owners to Changing or Reapplying a Template for detailed instructions.

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