Transformation - Questionnaire
- Transformation - Questionnaire Overview Understand how Translation is completed in Tide using the Bordereau Questionnaire
- Completing a Bordereau Questionnaire Understand how to complete a Bordereau Questionnaire in Tide
- Bordereau Questionnaires Screen Understand how to use the Bordereau Questionnaire screen
- Let Tide select the Questionnaire Understand how you can let Tide select an appropriate Questionnaire
- View Used Bordereau Questionnaire Summary Understand how you can view a Questionnaire from the Bordereaux screen
- Questionnaire - Bordereau Type Understand how to complete step 2, Bordereau Type, within the Bordereau Questionnaire
- Contract Order & Risk Order Understand how Contract Order and Risk Order can be captured and applied in Tide
- Financial Reporting Types - Risk & Premium Understand how financial value reporting types in Tide are used for Risk and Premium records
- Financial Reporting Types - Claims Understand how financial value reporting types in Tide are used for Claim records
- Questionnaire - Location Details Understand how to provide Location information in your Questionnaire
- Questionnaire - Coverages Understand how Coverage fields operate in Tide
- Questionnaire - Notes Understand how to create notes against Bordereau Questionnaires
- Questionnaire - Experts Understand how Experts are captured using the Bordereau Questionnaire
- Questionnaire - Remaining Fields Understand how to use the Remaining Fields step in Bordereau Questionnaires
- Questionnaire - Bespoke Default Understand how to add a bespoke default rule to a Tide field within the Bordereau Questionnaire
- Questionnaire - Review Understand how to use the Review step within Bordereau Questionnaire
- Questionnaire - Settlement Financials Understand how to complete the Settlement Financials step and how this is used during processing
- Questionnaire - Review - Advanced Options Understand how to use the different advanced options available in the Review step of Questionnaires
- Questionnaire Owner Understand how to set the owner of a Questionnaire and the implications
- Questionnaire - Calculated Fields Understand how to use the calculated field functionality in Questionnaires
- Questionnaire - Calculated Fields Understand how to use the calculated field functionality in Questionnaires
- Questionnaire - Advanced Row Understand how to aggregate data across multiple rows into a single record
- Questionnaire - Deductions and Taxes Understand how Deductions and Taxes are captured in Tide