Resend

The Resend tab allows for quick access to search for a specific policy/eDoc transaction and resend it (meaning the transaction is added to the active queue so that it can be downloaded again). Some insurers may choose not to enable policy/eDoc resend; you will not be able to use this feature for transactions from those insurers.

Note: This option is intended to locate individual transactions. To resend an entire file, locate the file in the Inbox area.

1. From the Exchange home page, click the Resend tab.
2. Enter at least four characters of the policy number in the Policy # field.
3. Select a Download Type of Policy Transactions (default), eDoc Transactions, or Policy and eDoc Transactions.
4. To determine where the criteria you entered in step 2 should correspond to the policy number, choose a Match Type of Exact (you have entered the entire number), or Start of Policy # (default).
5. Choose an Initial Sort as well as a sort order for the results list.
6. Click Search.
7. A list of results displays. Select the checkbox for each transaction you wish to resend.

To narrow the results, type a portion of the content of any of the columns in the Find: field. The list refreshes automatically as you type.

To see this data in a spreadsheet, click the Export dropdown arrow and select CSV.

To sort by any of the columns in the list of search results, click the column header. To sort in the reverse order, click the column header again. The header of the column currently used as a sorter displays in italics.

The list displays the most recent transaction for each policy number. If it cannot be determined which of two or more transactions is the most recent, multiple transactions for the policy display and are marked in red. Additionally, the message We are unable to determine the latest version of the transactions that display in red. Note that resending these transactions could cause duplicates in your system displays in red above the list.

9. Select the checkbox for each transaction you wish to resend, and click the Resend Checked Item(s) button.
10. A popup message displays indicating the files have been resent. Click OK.

To review the Transactions Resent in a spreadsheet, click the Export dropdown arrow and select CSV.

To review your Inbox, click Go To Mailbox