Complete the Policy and documents
Operations · Fictional Hawthorn example
Silent video; editable captions can support a future British English voiceover.

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Open Edit on the created Policy and check the bound outcome against the insurer schedule.

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Record the insurer’s policy reference. The Policy has its own label and agreed bound terms.

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Save the Policy details and return to its Overview.

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The Cover Note is optional. Review Cover Note PDF, then mark it ready if you need to send it.

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Confirm preparation, then open Send Cover Note to Client and review the recipients and message.

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Send the optional Cover Note and wait for its recorded result.

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Open Documents and choose Upload new document for the insurer’s actual Policy schedule.

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Upload the actual file, give it a clear title and check the Document type.

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Complete the upload. The file is now linked to the Policy; uploading alone does not send it.

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Use View or Download to check the retained file, then open the Document record.

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Choose Send Document to Client. Check the exact filename, recipients and message.

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Send the checked document and wait for the result before leaving the page.

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The Policy records the bound outcome. Hand over the agreed commercial details when Accounting work is due.