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Policies, Ways to Access

1. “Policies” Button on Main Menu

Starting from the Main Menu….

You’ll go straight to the extended policy database, where you’ll see ALL THE POLICIES, as illustrated below.

2. “Policies” Button on Client Toolbar

Starting from the Main Menu….

You’ll go straight to the extended policy database, where you’ll see ONLY THE CURRENT CLIENT’S the policies, as illustrated below. If you are using “Office Manager” the above sequence works, but it’ll take you the policy screen in the factfind, instead (see notes and illustration, below).