Setting Up Additional Details

You can set up custom additional information about a business policy. This information enables you to add more context to a business policy.

To set up additional information, follow these steps:

1. In the list of business policies, under the options column, click to edit a business policy.
   The business policy opens in edit mode.
   
2. Go to the Additional Information tab and click .
   
   
3. Add information to the available fields.
4. Click .
   The information you entered is added to the business policy.