Additional documents and sections

Underwriting Management uses a native open document format when creating a PDF. While creating the PDF, Underwriting Management uses the following logic for additional documents and sections:

  • If all the documents are in the open document format that Underwriting Management uses, Underwriting Management automatically combines everything into a single PDF file and applies the header and footer (including page number) from the first document to all of the subsequent documents.

  • If you have added PDF files that are not in the open format, they are included in the PDF; however, those non-native PDF files retain their own header and footer information (including page numbers).

  • If you have added files that are not PDF files, those files are available in the Additional Documents section of the review window. They are not included in the PDF, but are included as separate email attachments when you send the PDF.

You can also detach PDF sections and move them down to the Additional Documents section so they are sent separate email attachments.