Policyholder: Add, submit, and delete personal property items

Add items one at a time

Option 1

1. Select Personal Property from your My Tasks menu.
2. Click Add item.
3. Enter the item details.
4. Click Add.

Option 2

1. Select Personal Property from your My Tasks menu.
2. Click Add item.
3. Enter the item details.
4. Select search for item.
5. Click OK in the Selecting an item confirmation dialog.
6. Review the items in the Retail tab.
   1. If you find the item
      1. Click Select.
   2. If you don't find the item
      1. Click General.
      2. Click Cannot find item.
      3. Click Add.

Add several items at once

1. Select Personal Property from your My Tasks menu.
2. Click Import inventory . This opens the Import inventory drawer.
3. Click Download Import Template. This downloads an Excel spreadsheet template.
4. Enter your inventory items and information.
5. Save the template to your computer.
6. Return to the Import inventory drawer.
7. Add the completed inventory spreadsheet using the Drop files here or click to browse button.

1. Select Import. The items display in your Items to replace card.

Users with access to a personal property inventory can attach files to a new or existing personal property item.

When adding personal property items

1. Select Personal Property from your My Tasks menu.
2. Click Add item.
3. Add item information.
4. Click the Files tab.
5. Attach files using the Drop files here or click to browse button.

   

6. Click Add.

Attaching to existing personal property items

1. Select Personal Property from your My Tasks menu.
2. Select the item to which you want to add a file. This opens the View item drawer.
3. Click Files.
4. Click Edit at the bottom of the drawer. This changes the View item drawer to the Edit item drawer.
5. Attach files using the Drop files here or click to browse button.

   

6. Click Save.

Submitting after every change may significantly increase the amount of time it takes you to enter or edit your personal property items, so consider submitting changes only after you have made several changes.

When all inventory items have required information entered

1. Select Submit above the Items to replace card.
2. Select Submit in the Submit items confirmation dialog. Items that have been submitted appear in the Submitted inventory card.

When at least one item is missing required information

1. Select Submit above the Items to replace card.
2. If you want to submit only those items with all required information entered
   1. Select Proceed in the Required information missing dialog.
   2. Select Submit in the Submit items confirmation dialog.
3. If you want to update items with missing information before submitting
   1. Select Cancel in the Required information missing dialog.
   2. Follow the instructions for editing an inventory item.

Option 1

1. Select Personal Property from your My Tasks menu.
2. Select View item for the item you want to delete. This opens the View item drawer.
3. Select Edit at the bottom of the View item drawer. This changes the drawer to the Edit item drawer.
4. Select Delete at the bottom of the Edit item drawer.
5. Click Delete in the Delete item verification dialog.

Option 2

1. Select Personal Property from your My Tasks menu.
2. Click Edit item for the item you want to remove. This opens the Edit item drawer.
3. Click Delete item at the bottom of the Edit item drawer.
4. Click Delete in the Delete item verification dialog.