Multiple Contract Submission

Learn how to submit a single Bordereau file to multiple Contracts within a single Contract Folder in Tide

A Bordereau file submitted to Tide can contain records relating to one or more Contracts within a single Contract Folder. For example, it may contain records relating to the 2017 and 2018 Years of Account of a renewing Contract in the same Contract Folder (see Folder - Contract Structure for more details on Contract Folders).

Multiple Contract submission during processing

While a Bordereau that contains multiple Contracts of the same Contract Folder is processing, it is considered as one Bordereau. This means that as it moves through Transformation, Assignment, and Approval, you are interacting with one Bordereau record. This reflects that this was a single submission and so it would cause confusion to separate it into different Contracts at this stage.

In the Bordereaux screen, this can be seen in the Processing tab. A Bordereau which relates to more than one Contract of the Contract Folder will have a drill down arrow on the far left. If you select that arrow, then you can see below which Contracts are contained within the Bordereau. 

Multiple Contract submission after approval

Once a Bordereau has reached the status of Approved, it is now visible in the Approved tab of the Bordereaux screen. If you are in the Contract Bordereaux screen (not from the top menu), then in the Approved tab you will only see the Bordereau record with details of the Contract (e.g. 2017 Year of Account) you are in. If the Bordereau relates to more than one Contract, then there will be a a drill down arrow on the far left. If you select that arrow, then you can see below which Contracts are contained within the Bordereau. 

For example, if there was a Bordereau with 10 records, 6 for the 2017 Year of Account Contract and 4 for the 2018 Year of Account Contract, then in the Processing tab you would see a single Bordereau with 10 records, but could drill down to see the breakdown per the 2017 and 2018 Contracts. In the Approved tab of the 2017 Contract  you would see a single Bordereau record with 6 risk records, and in the 2018 Contract you would see a single Bordereau record with 4 risk records.

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