When I process a contract, the forms don't display for me to preview.

Dennis Pavluk -

Agency Admin: When I am on Step 5 of an appointment request and press Process, all of the contracting forms just rush by on the screen. The system doesn't stop on each form so I can preview and make sure all the information is correct before moving on. This needs to be fixed. Please do so. 

SB Support Team: Are you using the web version of SureLC?

Agency Admin: Yes

SB Support Team: Unfortunately, the "Pause" function of SureLC is not available in the web version. 

Agency Admin: So what do I do? 

SB Support Team: You will need to use the desktop version of SureLC. The "pause" function is only available in this version of the software. 

Agency Admin: Where do I get the desktop version of SureLC. 

SB Support Team: Use the link below. Once on the download screen, click Install Now and follow the prompts. 

https://surancebay.com/downloads/index.html

Agency Admin: Great! Thanks. 

SB Support Team: Hold on a minute there sparky, once you have downloaded the desktop version of SureLC, you will want to check your Adobe Reader settings to make sure Reader will work with SureLC. This will avoid any error messages you might get when using this version of the software. Use the link below to go to the very simple instructions on how to check that configuration. 

https://support.surancebay.com/hc/en-us/articles/214271608-Adobe-PDF-Configuration-Setup

Agency Admin: That did the trick. Thanks for the help. 

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ALTERNATE VERSION OF THIS CONVERSATION NUMBER 1...................
 
SB Support Team: Are you using the web version of SureLC?

Agency Admin: No. I am using the desktop version of SureLC. 

SB Support Team: Got it. Get to Step 5, the processing step, of the appointment request and along the bottom of the screen look for some buttons labeled Pause: All and None. Make sure All is chosen. Once done, process as normal and each of the contracting forms will pause for you to preview. 

Agency Admin: That did the trick. Thanks for the help. 

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ALTERNATE VERSION OF THIS CONVERSATION NUMBER 2....................

SB Support Team: Are you using the web version of SureLC?

Agency Admin: No. I am using the desktop version of SureLC. 

SB Support Team: Got it. Get to Step 5, the processing step, of the appointment request and along the bottom of the screen look for some buttons labeled Pause: All and None. Make sure All is chosen. Once done, process as normal and each of the contracting forms will pause for you to preview. 

Agency Admin: I do not see the Pause All and None buttons. 

SB Support Team: How do you access SureLC? In other words, what do you click on to open the application? 

Agency Admin: I open Internet Explorer/Google Chrome/Firefox, then click on my favorites/bookmarks and scroll to the one I have labeled SureLC. 

SB Support Team: This means you are using the web version of SureLC NOT the desktop version. Unfortunately, the "Pause" function of SureLC is not available in the web version. 

Agency Admin: So what do I do. 

SB Support Team: You will need to use the desktop version of SureLC. The "pause" function is only available in this version of the software. 

Agency Admin: Where do I get the desktop version of SureLC. 

SB Support Team: Use the link below. Once on the download screen, click Install Now and follow the prompts. 

https://surancebay.com/downloads/index.html

Agency Admin: Great! Thanks. 

SB Support Team: Hold on a minute there sparky, once you have downloaded the desktop version of SureLC, you will want to check your Adobe Reader settings to make sure Reader will work with SureLC. This will avoid any error messages you might get when using this version of the software. Use the link below to go to the very simple instructions on how to check that configuration. 

https://support.surancebay.com/hc/en-us/articles/214271608-Adobe-PDF-Configuration-Setup

Agency Admin: That did the trick. Thanks for the help. 

 

 
 
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