# View Insurance Policies

**Insurance Policies** Search is used to search and view the Insurance Policies that are already registered in the system.

{% hint style="success" %}
Tip– Insurance Policies are registered under **Register --> New Insurance Policy**. The registered Insurance Policies will be displayed under Insurance Policies Search.
{% endhint %}

<mark style="color:blue;">**Path**</mark>
\
**Settings** icon ![](/files/PCio8rSJ2vUWPgU4SnTU) on **the Asset Dashboard --> View** section **--> Assets**

Or **Asset Dashboard** --> **Insurance Policies** tab

1. Click the **Settings** icon ![](/files/PCio8rSJ2vUWPgU4SnTU) and select I**nsurance Policies** link under **View** section. Or click **Insurance Policies** tab on the Asset Dashboard. Insurance Policies Search page will appear.
2. Search by the Insurance Policy Name
   1. In the **Search Insurance Policies** box, type the name or part of name of the required Asset. Matching record/records will be displayed.
3. Search by given Filters

   Use the given search filters as required. Matching records will be displayed.

   <mark style="color:blue;">**Search Filters**</mark>

   <mark style="color:blue;">**Asset**</mark><mark style="color:blue;">: Search by the Asset.</mark>

   <mark style="color:blue;">**Location**</mark><mark style="color:blue;">: Search by the place where the Asset is located.</mark>

   <mark style="color:blue;">**Expire Before**</mark><mark style="color:blue;">: Filter by Expiry Date of Insurance Policy. Insurance Policies expire before the given date will be filtered.</mark>

   <mark style="color:blue;">**Include Abandoned Items**</mark><mark style="color:blue;">: Include assets that are abandoned.</mark>
4. Under **Report** section on the sidebar (under filters section), you can select a report **Format** and click **Generate Report** to view a report of filtered Insurance Policies.

   The following fields will be displayed in the report:

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top">Field in Report</td><td valign="top">Description</td></tr><tr><td valign="top">#</td><td valign="top">Record No.</td></tr><tr><td valign="top">Policy ID</td><td valign="top">Unique name given to the Policy</td></tr><tr><td valign="top">Description</td><td valign="top">Detailed description of the Policy</td></tr><tr><td valign="top">Location</td><td valign="top">Location where the Asset is located/installed</td></tr><tr><td valign="top">Start Date</td><td valign="top">Start date of the Insurance Policy</td></tr><tr><td valign="top">End Date</td><td valign="top">End date of the Insurance Policy</td></tr></tbody></table>

### View Insurance Policy Details

This section describes how to view key details of an Insurance Policy:

1. To view important details of the Policy, click on the Quick Info icon![](/files/E4Bxm125XIMrqWYZL8il) .  Quick info window will pop up.
2. Click on the respective Policy name to go to its detailed page. If an Insurance Policy is expired, it will be highlighted with a red icon ![](/files/i9q1bAiuJSizvzjkhSRI) to denote that the respective insurance policy is expired.

### Upload Documents to an Insurance Policy&#x20;

This describes how to upload documents to a selected Insurance Policy.

Various documents that elaborate details of the Insurance Policy can be uploaded and stored with the Insurance Policy Detail records for later retrieval. Four types of files can be stored this way:

* Documents –Claims-related documentation, maintenance records
* Images – Visuals of damage or loss
* Video – Videos of damage or loss
* Audio – Recordings of phone conversations with insurance representatives, recordings of voice messages related to the claim etc.
* Other – Data logs from equipment indicating malfunction, etc.

To upload a document to a selected Insurance Policy, complete these steps:

1. Click the **Settings** icon ![](/files/PCio8rSJ2vUWPgU4SnTU) and select **Insurance Policies** link under **View** section. Insurance Policy Search page will be displayed.
2. Select the required insurance policy and click the Policy ID. Selected policy’s detailed page will appear.
3. Click the **Upload a Document** link on the **Sidebar** to the right.
4. On the Upload a Document window, in the **Description** box, type a description regarding the document that you want to upload.
5. In the **Keywords** box, type any keywords that you want to use in document search.
6. In the **File Type** list, select the type of the file you want to upload, e.g. Image.
7. Drag and drop the file that you want to upload into the marked area.
8. Click **Upload**. Document will be uploaded.


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