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In the Submissions panel on the Home
page, click the Settings icon (
) and then select Bulk Reassign.
The Submissions panel displays a check box next to each
submission and a Reassign button at the top of the panel. If the
Submission grid is currently showing filters, the current filter
is visible but is disabled so that you cannot make changes to the filter while in Bulk
Reassign mode.
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Select the submissions you want to reassign, and then click
Reassign.
If you have selected more than the maximum number of submissions that Underwriting Management supports for reassignment at one time, Underwriting Management displays a message to let you know that you have
selected more than the maximum and processes the submissions in batches.
The Reassign Submissions pop-up window
appears.
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Select the type of user to which you want to assign the submission
(Underwriter, Assigned To, or
Service Team), and then select a user from the related drop-down
list. For Service Team users, you can add a a new member to the submission or remove a
member from the submission by clicking Add Member or
Remove Member and then selecting the user to add or remove.
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Click Reassign.
A Reassign Submissions pop-up window notifies you how many
submissions were reassigned and whether there were any errors (for example, if you did not
have authorization to reassign any of the submissions).
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Click Close to close the pop-up window and return to the
Submissions grid.
