Eclipse 6.2 Enhancements and Changes (Most recent in Yellow)

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1 Eclipse 6.2 Enhancements and Changes (Most recent in Yellow) Eclipse Version Released Enhancement and Correction Descriptions Found that processing the Progressive Renewal Quote or Renewal Requote downloads exposed an issue in our logic for updating the Previous Inception and Expiration of the policy. These dates are used when using the ALL POLICIES option, a new option, in the policy expiration report. This logic has now been updated to include RRQ and RWQ so download processing should correct the dates upon the next renewal. Most agencies choose not process the RRQ and RWQ types of downloads. Found a flaw in the creation of multiple ACORD27 Evidence of Property forms. Also found an issue with Evidences created from daily posting or renewals. This happens if an Additional Insured is marked for automatic creation. This has been corrected and will be included in Removed ACORD151 from our list as this form has been withdrawn from ACORD Released February 26, 2018 Users that have customer producer security set to Y and have the policy exception tile on their work center will now not get errors when the tile is refreshed. A new sort option has been added to Report Maker policy reports to allow a Sort 1 option for Producer on the Customer when doing Policy Single Line reports. Updated the and export options on the Report Viewer. This change should allow more options when exporting all types and ing Released February 15, Archived activity history does not show if Daily Posting, which archives history older than a month to a secondary table, has not been done. Records that should have shown up did not because they had not been archived in a timely basis via posting. Changed code to get records no matter where they are. Corrected some issues with copying ACORD forms with older format fields to the current format. Forms affected were 24, 27, 75, 82, 130, and 163. Form copying is not a preferred practice, but now should perform more reliably. Corrected an issue with Mass creation. Found that the formatting was not consistent between the form field drag and drop and the letter form field drag and drop. The dates now no longer have time on them in the letters. Made a correction to new code that was introduced for 126 when adding attachments to Documentation. This will be included in 127. After reviewing, we found that there was a problem with reversals of installments that was not getting the original commission into the history record so when it was reconciled it was not reflecting correctly the amount of accrual adjustments that were made. It was also not recording the reversal id on those records. Both of these have been corrected. The drop downs on the Follow-up List were programmed to operate incorrectly. Fixed now. UPDATED An error was found for agencies that do not have GL integration and a user is set up with Accounting Report security but not Other Report security. The program removes any reports that are only valid if GL integration is turned on and when removing them it was not correctly checking if 3 reports from the Other report category were there before trying to remove them. This has been corrected. We found that the 1 UP 1099 forms are not readily available (if at all) for submission to the government. We have updated the report which allows the creation and printing of 1099's to now print using a laser printer a 2 UP version of the form which appears to be available from multiple sources. Though this change is late for the 2017 tax year, it is now available for printing 1099's in Eclipse.

2 NEW In certain situations, the city state and zip and the SSN were not showing on the 1099 report. This is corrected in The producer commission report that comes up after running the company payables reconciling summary and clearing them was not taking into account the specific company for a couple of the sub reports that can be displayed so was showing some data that was not valid for the report in some occasions. That has now been corrected to only show information pertinent to the report. Posting of recurring payments was putting the correct information out there but what was being used to connect the deposit to the payment was not getting set correctly. This has been corrected so the payment can be found from the deposit. It was also corrected that if a recurring payment was entered with a 1 in the occurs with a date of today for an EFT on an auto deposit, it would post it right away but also add that to the recurring payments list. If you are entering a one-time EFT for auto deposit you do not need to fill in the occurs field. For multi-agency customers may now be set up with cross references to customers in other agencies. The user will need to be set up as a login in the agency and have multi-agency inquiry rights in order to view the cross reference. The cross-reference window for multi-agency will now include in the grid the agency number the cross-reference customer is in. ACORD Forms switched to elabel format - all ACORD61's, all ACORD62's all ACORD63's, all ACORD133's, all ACORD134's, all ACORD135's and all ACORD136's; also, ACORD 91, 92, 97WI, and 106. ACORD Forms switched to elabel format - 64DE, 64IA, 64LA, 64OK, 64PA, 64TX, 64VA, 64WV, 65CA, 65IA, 65LA, 65NC, 65PA, 65WV, 66, 66CA, 66CO, 66FL, 66IA, 66LA, 66MS, 66NC, 66NJ, 66NY, 66UT, 66VT, 66WV, 67AR, 67CA, 67DE, 67FL, 67IA, 67LA, 67MD, 67NC, 67NJ, 67TX, 67UT, 67VA, 68CA, 68DC, 67LA, 67MD, 68ND, 68NJ, 68NY, 68TX, 68WV, 69CO, 69MA, 69MD, 69NY, and 69TX. Fixed the payment receipt report so the details on the printed receipt can be an amount that is greater than 99, and still show correctly Status for the Daily Task of Spooled Certificates was not being updated due to an inadvertent change. Corrected in this update. Added to the history detail the ability to open checks like payments received can be opened. This will only work on checks that have a transaction id which was added to Eclipse in late 2016 if Eclipse is kept up to date. If there is no transaction id it will show the message that there is no tracking information and it cannot be opened, otherwise it will open the check window for the history record. Added the integration of InsureSign into our ACORD list window. This will allow ACORD forms to be sent out for digital signatures if the agency has an account with InsureSign. Hyperlinks have been added to all forms of the company/broker list reports as well as the policy exception and policy expiration reports. Updating a doc or follow-up that is on a commercial policy that has the doc type of policy declaration was getting an error when trying to make sure the if the policy window was open the button on that screen was showing the correct Icon to indicate if a DEC was attached to the policy or not. This did not affect the updating of the doc or follow-up. This has been corrected so it no longer gets the error. We made a change to how the recurring checks work. It no longer will add all the recurring checks immediately with future dates on them. It now will make one recurring record and as the daily posting is done or the user goes to the Recurring Check List and clicks on the make checks button, the recurring checks will be made when the date for the next check is within 3 days prior to the date listed for the next recurring check. We have also added a Recurring Check List screen to show all recurring checks and it is now possible to make checks recurring as well as EFTs. In the written check register report options if you clicked into the date field but never entered anything in there but entered from and thru dates it was giving an error on the date field because it was seeing it as // and thought there should be a date there. Added a few fields from the agency specs windows to the agency specs report that were missing and changed some of the descriptions on the report to match what is on the windows. The Policy Exception tile was showing some policies that were not on the policy exception report. It was found that the report was excluding records that were on customers that was marked as prospect but the tile was including those. This has been changed so both now exclude data from customers marked as prospect The policy exception tile was showing inactive producers in the dropdown. That has been corrected to only

3 include the same choices you get when running the policy exception report. Updated ACORD 20, 22, 24, 27, 28, 29, 30, 31, 38DE, 38MN, 39MD, 39NY, 42, 50FL, 50FLset, 51CA, 60HI, 60NJ, 60NM, 60NY, 60OK, 60PA, 60TX, 60US, 61CA, 61CT, 61DE, 61LA, 61NJ, 61NM, 61UT, 64FL, 64GA, 64MA, 64NC, 64NJ, 64NY, 64SC, 64US, 65NY, 130FL, 132, 133, 139, 143, 144 and every state 138. ACORD64RI and 66RI are updated but do not fill Released November 14, 2017 On the Production by Producer tile selecting a producer from the drop down was not correctly getting that producer to the code that pulls the data. That has been corrected. Added a Thread check box on the follow-up list window to indicate if the doc the follow-up is for is a thread. In the letters template list, if you were to delete a template, the record in the database was deleted but the file behind it was not getting deleted. That has been corrected to delete the file as well. Also, when importing a template, if the filename was already found in the templates folder it would say there is a file with that name already existing but if the filename was not change or the filename was changed to something that was the name of another file it would get an error because it did not check again that the file being imported did not already exist in the templates folder. This has also been corrected. There was an issue in the templates window that when the update button was clicked that it did not properly change the button from Cancel to Close and allow another template to be selected. This has been corrected. A Writing Company / NAIC report has been added to the company list reports options which when run from company setups can have the option of being run by both company and broker, company only, or broker only and also active only or inactive included. If run from the report center it will be run for both broker and company with inactive included. This report will show the Broker/Company that have writing companies/naic set up under the main company and will list those. There was a problem with payments received where it was set to auto-deposit and it was set to occur multiple times, but the date was set far enough back to all come before today s date. It was adding extra records up to today s date. This has been corrected. It was also not getting the time on the records correct in those cases so they were not showing up correctly when going into the detail from the records in the reconciling window. On the Loss Report we found it was zeroing out the totals when a new page happened and corrected so if same company it doesn't zero out the totals for a new page. If a user has individual report security on and they have the favorite reports tile showing and another user also has individual report security with the same reports set for allowing access to, it would show that report multiple times in the tile. This has been corrected so it would only show the reports the user has access to and is set to favorite 1 time in the tile Added code to update the current full-term premium if the direct billed statement sends 61's and installments are billed off of the statement. This will help agencies that write with Cincinnati and others that send a renewal that is the first statement, and 61's after for the duration of the policy. Going along with the ability for those agencies that have General Ledger and Checkwriter and do not use a payroll service or Quick Books for payroll to make and use payroll templates and checks, we have also added a payroll checks report. This report can be found under the checkwriter report grouping and can be run for a time range and for a specific person or all agency personnel. This report will only be pulling in checks that are created using the new payroll checks based on the payroll check templates. It will not pull any checks that were created prior to making the checks with the payroll check template. For those agencies that have General Ledger and Checkwriter and do not use a payroll service or Quick Books for payroll, we have added the ability to set up payroll check templates. To use the payroll checks you must set up the appropriate payroll accounts in the GL and in Agency Specs - General Ledger set the Payroll Check Enable setting to Y. With this set up you can then go to the Checkwriter menu Check Template List and there will now be a new button at the bottom to Add Payroll Template. Adding a new payroll template only allows the payee type to be Agency Personnel and the Name selected will need to be a valid name from the agency personnel list. Once they are set up payroll check templates are selected as CT (Check Template) payee type in the checkwriter screen. When selecting a CT that is a payroll check the check box will show just above the check amount that it is a payroll check. This cannot be changed when writing a check. If you have check templates already made that are for payroll purposes you can go into those and there is the payroll check checkbox right above the check amount. When updating the check template to a payroll check template requires that the payee be a name that is currently in the Agency Personnel setup. If it is not it will

4 Enhancement not update until the payee type has been set to AP, which is the only option for a check template, and a name is selected from the name/number dropdown. The way our search and replace was working for letters input fields from templates did not work when the input fields were in for instance a Text Box field in a Word document. This has been changed so it will now look through all parts of the document for input fields and replace them with the corresponding data wherever they are found. The summary of insurance was always just showing the company name instead of showing the name associated with the NAIC on the policy if there was one. This has been changed to use the NAIC name for the company name unless there is no NAIC listed for the policy in which case it will use the company name assigned to the policy Follow-ups could be created from an without having a valid frequency which would cause errors when trying to open the follow-up/doc making that follow-up unchangeable and the only way to clean it up was to delete it from the follow-up list. This has been corrected so it checks before sending the with a followup that a valid frequency is selected. The Customer List Report with the options selected of Customer with no active policies was not excluding customers with no policies. It has now been changed to also exclude those customers that never had a policy. When running a report maker report with the customer portfolio format it should show all the policies for the customers that meet the criteria entered in the basic and advanced criteria grids. There was a situation where having Policy criteria in the Basic criteria grid would exclude the other policies for the customer that didn't match that criteria entered. It should be showing all the policies for that customer. This has been corrected. Added a payment report that will show all the payments for a date range based on either the payment date or the entered date. The report can also be narrowed down to show only the type selected and it can be used to find specific records that the message description contains the entered parameter. Users can now send automated birthday s to customers, they can set and template and other settings by going to the bottom of the agency specs screen. The list of s is generated when logging and can be accessed by going to the daily tasks tile. New elabel format ACORD forms 1, 2, 3, 4, 4WI, 5, 6, 7, 23, 26, 37, 38, 38KS, 38VA, 51GA, 54, 57, 58, 60, 60KY, 60LA, 60MA, 60MI, 60MT, 61MA, 62NY, 64CA, 65CA, 65MA, 67OH, 68OH, 72, 73, 74, 80, 81, 83, 83FL, 85, 88, 89, 94HI, 99, 103, 131, 159, 281, 825, 854CA, 860MI, 862FL, 863FL, and all states 290's are included in this update. In the customer screen if the certificate template information or certificate holder information link in the upper left pane are double clicked it opens another screen unlike the other links in that pane. It was working that if you had opened for instance the certificate template information using the link then closed the screen and then tried double clicking it again without going to any other screen, it would not open it again until you did double click on one of the other links. This has been corrected. If in Report Make an ASCII Export was set up for a Report Type other than Customer and the Responsibility Name was used as one of the fields to export, it was getting an error. This has been corrected to properly get the Responsibility Name from the customer on Report Types other than customer. With agency logos, it was possible before to delete an agency logo record from the setup screen when it was being used by a user in their user preferences. This has been correct to not allow a logo that is in use to be deleted. Also, there was no way for a user to set it so there is no logo set in their user preferences once they had selected one. This has also been corrected to give the option of No Logo in the user preferences setup. In the Documentation screen if you have appended items that are added by more than one person and you click the Print button to print a report it was not getting the correct logon from each appended item on that report. That has been corrected to show the logon that added the appended item Released 8/11/2017 Found there was an issue with ACORD Forms:127, 163, 128, and 132 when adding more than 7 drivers to these forms. The last record would be over written so the form would contain the first 6 drivers and the last one in the list. This has now been corrected with this update. If using the Accrual method and running the Agency Production Reports by company/broker or line of business it was incorrectly including records that fell into the dates entered if the records had not be posted yet. This is now corrected Released 8/7/2017

5 Correction of problem when doing DB commission posting from the new download posting window. Problem would not affect agencies not posting directly from the downloaded commission statements Released 7/26/2017 Correction of download error when processing BOAT risks included in this update Released 7/14/2017 The Title Case Exception has been changed so in letters and templates when it checks for the Exceptions it will not make them all capitalized but will make them exactly as they are entered in the Title Case Exception grid. For instance, if you enter LLC in the Exception for Limited Liability Corporation it will show up as LLC where it is found. If you enter McDonald in the Exception for farmer McDonald it will show it exactly as entered in the Exception. In the Certificate Template screen if a partial date is entered and you click on another tab or out of the field the control used was getting an invalid date error and was not able to get out of it. This has been corrected to catch that error and handle it more cleanly. The Commission Rate on the final totals of the Book of Business report was not getting calculated correctly. This is now corrected. Changes made in for certificate creation did not take into account the users security access to certain signatures. As noted in the enhancements for 120, when creating certificates manually from the certificate holder window, the ACORD window will open with no default signature selected. If none are selected there a signature stored on the template will be used, IF the user logged in doing the certificate creation has security access to the template signature. If not, the certificate will be created without a signature. Certificates created via posting and spooling will always use the signature stored on the template. If the creator of an appointment adds that appointment to other calendars and is ever changed, or deleted those changes will be applied to the other calendars now as long as the creator is the one making the changes, the recipients will also be notified via about the changes as long as their settings are set and if they are not the creator will get a pop up asking for valid addresses for the recipients which they can optionally fill in For the GL Trial Balance, GL Balance Sheet, GL Profit and Loss and Comparative Monthly reports the option Exclude 0 Amounts(Balance/Posted) was added. If this option is set to Y the report will check as it goes through the GL Accounts calculating the balance and posted amounts if these area all 0 it will not include the account on the report. The report will still be dependent on the report setting for each of the reports, for instance if there is an account that for the Trial Balance is set to Not Listed it will not show even if there is a balance. When opening a Report Maker report with the report format of Mail Merge the button for the ASCII export templates was showing in the window when it should not be. This has been corrected. If you create a new , and add an attachment(s). If the attachment(s) are renamed, the and documentation will properly show the new name in the attachment. However, the that is sent has the old name for the attachment name(s). The attachment is still the correct attachment that is supposed to be sent but just has the old name. This has now been corrected in this update. Updated 6WAL table and added download processing for the new fields in 6WAL and 6WAS as these are used in the ACORD82 and 282. Also added fields to display for the risk. ACORD35 filling of company address has been updated to fill if there is not an NAIC code on the policy. Also, ACORD82 and 282 Watercraft application and section have had filling revamped and now both use the elabel naming format. ACORD283 is now using the elabel format. In the screen, it was possible to type in the doc type dropdown something that was not a valid doc type and this would cause errors when the draft was being saved. This has been changed so typing in the doctype dropdown only allows for valid types that are already in the dropdown list Added checking in the Doc/Follow-up window for newly added attachments and, if found, we disable the selected attachments button until the update button is clicked and the doc follow-up is re-opened. A change that was added for the download transactions that are in the recurring screen that caused the normal recurring transaction entry to get an error before all the fields are entered but only if you used the tab key to move through the fields. This has been corrected so tabbing through and entering transactions will not get the Grid update did not occur error.

6 In the doc list and follow-up list it was before working for the tool tip that if the message was not very long but had multiple lines it would only show the first line and no tool tip would show. This has now been changed so if there are multiple lines for a message the tool tip will always show. If a user is set with customer producer security or group producer security and tries to run the production reports they would get an error indicating M is used twice in the query to get the data. This has been corrected. Found an issue on the RT Claim button on the Loss window. Corrected now for 32bit In the Documentation screen if you have appended items that are added by more than one person and you click the Print button to print a report it was not getting the correct logon from each appended item on that report. That has been corrected to show the logon that added the appended item. edocs follow-up assignments have been reworked to follow this pattern: If there is a responsible person on a Customer and the edoc goes to a policy or the customer the data is checked and if the responsibility is assigned to only one logon it will create a follow-up for the correct logon. If there is more than 1 logon that the responsibility is assigned to, a message box pops up and the processing will stop allowing the user to correct the responsibility assignments on the logons. If there is no response assignment on the customer or the response is not linked to any logon then the agency default for edocs will be used, if set. If not set then the logon of the user processing the downloads will be used. If the edoc is not matched to a policy or customer then it will be made into a company reminder assigned to the agency default for edocs or if not set to the logon of the person processing. it was found that if for some reason the frequency is deleted out when making the doc/follow-up it doesn't make you enter one. This causes errors when trying to open the follow-up. The same would happen if the importance somehow was cleared out. This has been corrected to check that valid entries are selected for the frequency and importance of the follow-up before allowing it to be saved. For GL transaction documentation if an was dragged and dropped on the doc screen for the transaction, it was not saving correctly to show as documentation for that transaction. This was due to the is a different screen and one of the needed pieces for the GL transaction documentation was not getting to that screen so it was getting saved incorrectly. That is now corrected. On an existing customer if there are no addresses entered yet in the /web addresses screen, an address can be entered in the main customer information screen and updated. The web address will work the same. If there are any records in the drop down for the address, an address from that list must be selected or a message that you must select a valid entry from the list will occur and the focus will be put back to that dropdown. Any new address would need to be entered into the /web addresses screen and then either set as default there or selected in the dropdown on the main customer information screen. The same applies the web address. This also applies in company, other names, and other places where there is a address or web address setting. When printing a Dec page with premiums we had it set up to only include the premium per individual scheduled item on the report and it seems that most often the companies are not downloading each individual item with the premium but as the summary of all the scheduled items so we are now pulling that value on the Dec with premiums instead of each individual. If there are individual amounts in for the premiums we will still show them but use the summary value when calculating the total premium. In the payment entry screen if the auto deposit was selected it was possible to type in an invalid checking account number and post the transaction which would then cause problems. This has been corrected to make sure the account was a valid checking account from the dropdown list. In multi-agency setups that the user has multi-agency permissions the producer payable reports were only showing agencies in the drop down that actually had producer payable records the print on the report. It will now show all the agencies even if now records are in the table and when Create is clicked for an agency with no records it will bring up the message that there is no information to print like we do for other reports Found that if download import is run for all companies and there are multiple DB Commission downloads the writing of the report file was using the same name for each company s report which would overwrite the file so only the last company processed would actually get the report but it would show on each in docs. This will be corrected in next update. Also found that even though we no longer allow NAIC codes on multiple companies it can be on a broker and a company and there are ones out there from long ago where we didn't restrict that so an incorrect company could possibly be referenced on the report. This will also be corrected

7 to alert user if this were to happen. Enhancement When dragging and dropping an onto a loss it could put it on the wrong loss if the dates were the same. This has been corrected so it gets to the correct loss and shows up in the DOCLIST under the correct loss. The Attached To description has also been corrected on the and opening the doc list now finds the correct claims to open the list for as well. Updated ACORD 35, 50FL, 50FLset, 50NJ, 50NJset, 51NJ, 51NJset, 63, 64DC, 64MD, 65MD, 66MD, 67, 67DC, 75, 93, 130, 177WI, and 831 in this update. In the update we added more to the form comment as to who copied the form. This can result in an error regarding data truncation. This will be corrected in Found that some of the code necessary for external Real Time functions had not been updated on the Loss Window Real Time buttons. This will be included in Code that was added in 119 to check and see if there are instances of NAIC codes on more than one company did not correctly identify the agency that the DB was for and instead would find NAIC codes in other multiagencies not using split download. The message that pops up is confusing then, but it appears that if ignored will allow the agency to process the DB normally. This is fixed for 120. For the Agency Production reports a new option has been added that will allow you to print the report with details. If the details option is set to Y the comparative, totals only and display mode will be grayed out so it can only be run for details as a data only report without comparative or totals only. This will show all the details that the report is made from for the options selected. This will eliminate the need to run report maker reports to see what is being included in these reports. Added Company Name, Producer Name, Agency Personnel Name to the report maker reports in the sort headers when they are used as the sort by for the report. The company name is also now available as an ASCII export field for policy report types. Made changes for copying forms. This should now be fixed in 120. Reviewed Insurance Binders. We create them for additional insureds or else for a risk if done from that risk. I have updated the filling for 28 Evidence of Commercial Property Insurance and 75 Insurance Binders to locate data at additional places within the policy. Due to the complexity and flexibility for data within commercial policies the end result will vary by what the company sends. In Eclipse under the OTHER menu option the recurring transactions and downloaded transactions are now in two different screens. The downloaded transactions window is new and now offers a way to change the producers and producers splits on the policy (if the user has security to do so) as well as the policy's commission. The window is also simplified as there is much information that is not needed for just downloaded transactions. This new downloaded transaction window offers a couple different options that can also help in the process of updating this information. By default, the user will not see any of the producer splits but can expand or minimize all items using an "Expand All" and "Minimize All" buttons. Also, an option to "Show Producer Split Column Names" is available and shows by default so once the user is familiar with the columns for the producer info they can have them stay off. The producers, producer splits, and the policy's commission are updated automatically by either clicking on any other row or by closing the window. If a date was accidentally added in the amount field along with the amount when adding an installment amount it could cause the amount to be so large that it could get an error when trying to post the data to the database. Code was added to check that the value can't get larger than that. The amount that would cause this problem is anything over 10,000, On the customer screen if an edit was started and the add personal or add commercial policy was clicked it would not ask if you wanted to close without saving changes and any changes made were gone. This was also happening with the Billing button as well. This has been corrected to ask before closing if there were changes made. For Open Office users if a company logo was set up for a user and a letter was created and the documentation checkbox was checked the logo would show even if the checkbox was unchecked. Also, the logo was not showing even if the logo checkbox was checked if the documentation checkbox was unchecked. This has been corrected. There were some grids where the font was changing from the selected font to a default font after the screen was getting updated. This was corrected to set the grids to the selected font size whenever the grid is updated or first created.

8 In the Un-Deposited List window if you type in an account number but type it differently than what is in the list (type in instead of 1001) it would allow you to post but it would not post to that incorrectly entered account but to the account that was selected before that was typed in. Doing this now will get a message in the status bar and the focus will go back to the account dropdown. This is also true for the print button. Text will now be allowed as an option in the ACORD25, certificate template GL section for PIADV coverage limit field. Various ACORD forms, 125,131,823 as examples, store premises information on them. Previously we attempted to find all combinations of sublocation and locations, but this often generated too much information that was confusing. Since most downloaded commercial policies identify location premises at the policy level and then refer to them throughout the rest of the policy, the filling for these forms will now fill only these locations. Removed the checking to make sure there is text in the body of the template. Now will allow just an image or nothing at all if the user so desires. Eclipse now allows a follow-up to be added from any that hasn't already been added into the system. Any not sent or not updated (from a drag and drop) should have the option mark that a follow-up to be added. Added a report Certificate Templates/Holders which will, depending on the options selected, show either the Certificate Templates or the Certificate Holders that are out there and what customers they are on. Checking has been added to Other Names setup when changing the Agency switch from Y to N to see that no templates are using this Other Name as an Agency for the template. If there are any, it will not update and give a message to run the certificate templates/holders report to see what templates are using this Other Name as an Agency. When a change was made to how the mass was saving documentation, a part was inadvertently changed so the mail merge went through the same code to add the append documentation. This has been corrected so it no longer adds the append documentation when it is a mail merge. It has also been fixed that a doc message cannot be entered until the auto doc checkbox is checked. Found that changes made to create certificates from items selected in the CERTIFICATE HOLDER tree could have inconsistent results. SO, with this change in changes for the signature logic on certificates are as follows: Rule #1 - a signature stored on a template is primary, however a signature manually selected on the ACORD window will override the signature on the template. Now, when the ACORD window opens up from the CERTIFICATE HOLDER window it will not fill in any default signature. For each CERTIFICATE HOLDER selected, the signatures stored on the associated template will be used UNLESS one is manually selected on the ACORD window. In that case the selected signature will be used for all certificates created. With this update, when opened, the ACORD window will display - "No Signature" in the signature drop-down, and the info line at the bottom will display - "A Signature selected here will override one on saved on template. If user makes a different selection then the message - "Selected Signature will override a Signature stored on a template." Hopefully this will provide some clarity for users creating certificates in this way. In the Customer Portfolio report maker report type the responsibility name has been added to the report as well as the producer number and name. Also for the ASCII export reports the responsibility name and producer name fields have been added as export fields. Added an error condition notification in Claims download if the company does not send an NAIC code but only a blank XML tag. Updated and corrected ACORD140 filling for the new elabel format from ACORD Made adjustments to the copying of old versions of ACORD forms into the new elabel format forms ACORD 125, 126, 127, 128, 129, and 140. This will be further refined in future updates. Found Eclipse was using the date the was documented for the "Sent" date when forwarding, replying, or replying to all instead of when the was actually sent. This is only an issue with s that were dragged and dropped as the sent date will be different than when it was added to the system. ACORD21 and ACORD65NJ have been updated with this release.

9 With the change to how ACORD forms were filled and flattened in some areas have been identified that did not get the proper updated code. This has been remedied and is included in this update. In the previous version of Eclipse a change was made to now allow the user to enter a "Thread Description" if doc that was opened was only a single . The description was something users of Eclipse used to describe the further as the subject may not have been enough. So, because of this Eclipse will now again allow the user to enter a "Thread Description" on a single ONLY if the agency has the appending feature turned on. The description of the field now displays as " Description". In the Industry Code List setup, if a new record was added and before closing out it was noticed the description was wrong so it was changed it was getting an error that there was no Where clause. This has been corrected so any newly added records can be updated before closing the screen and going back in. We have made changes to the certificate holder window to only delete items selected in the cert holder tree. In addition, it will now add activity history for each one of a multiple selection and identify the name of the certificate holder as well as the customer and the person doing the deletion. In the doc list, for items that are threads, the thread description should be shown first in the list followed by the message from the doc. In some cases, this was getting missed and the thread description was not showing first. This has been corrected. Updated ACORD forms 45, 127, 128, 129, 140, and 141 are included with this update. These forms include the new ACORD elabels and will provide some fields with a different look than older versions of these forms. We expect to be updating all ACORD forms to this elabel format for better integrations moving forward. There has been a complete changeover of the PDF filling, flattening and printing. We hope that this will correct some of the issues regarding fields missing data when ing or printing and problems faxing using MyFax For multi-agency setups and reports that can have groups or consolidations if they are made a favorite report with a group or consolidation instead of just an agency it was not working correctly. This will be corrected so it will work correctly as a favorite report. There are some customer records that the /web address screen could contain a record with no address saying it is an type. We suspect it could have come in on a download and have added some code in the download processing to make sure if this type of record is found that there is an address in the record before adding it to the customer. Made a change so that when choosing the Quick Books option for GL that if there are already items in the worksheet they must be cleared first before the selection. Corrected where opening the doc list from an Agency Personnel screen could bring you to an already opened doc list for customer. It will now open into that Agency Personnel's doc list. Also, corrected where opening a Loss doc list from the Loss would not show that loss in the attached to drop down if there was no claim number for the loss. It will now show that correctly in the drop down. If you have your font size set to Medium or Large and you go in to the un-deposited list and check some of the records in there and post them it was not refilling the list using the same font that you have set up in preferences. This has been corrected to properly set the font when the list is refilled after a post.