On each report and quote, we have the concept of "Publishing". Publishing is the first step that you need to do in order to get your documents into Opus, as this "locks" the document for further edits.

However, as Opus doesn't allow our integration to overwrite documents, we don't want to send across your documents into Opus for insurer review straight away. Instead, we want you to review each document, then publish when you're ready. This means that you can save your reports and lock them down, but only publish once it's ready to go across.

Okay, so how do I get the doc into Opus?

  1. Publish the document so that the green "Published" status is now showing in the top right corner.

  2. When ready, jump to the related project and open the attachments on the right hand side of the page

  3. Use the pencil icon to review each document card. Your quotes and reports will attach here automatically when publishing.

  4. When ready, give the document a description and check "Yes" on "Publish Externally"

  5. Make sure you hit "Update Attachments" to confirm the publish!

For the full web site, click here.

Did this answer your question?