Account Management:  Contract Addendum Processing

The authority to process contract addenda transactions requires an American Modern Licensing & Contracts Profile Administrator security profile.

The Contract Addendum Processing page provides a place for you to assign, group,  or remove transaction addenda.

Click for Processing Tips

Assign an Addendum

To assign an addendum:

1. Select the checkbox of the Unassigned addendum to be assigned to a specific contract. If you select more than one, consider grouping the selections.

2. Click Assign.

The Contract Addendum Processing page opens.

3. Follow the steps to assign the addendum.

Group and Assign Multiple Addenda

To group addenda:

1. Select the check box(-es) of the Unassigned addenda to be assigned to a specific contract. To select all addenda, click the topmost check box.

2. Click Group.

The Add to Group page opens.

3. Follow the steps to group the addenda.

Remove Addenda

1. Select the checkbox(-es) of the addenda to be removed from the Contract Holder.

2. Click Remove.

The Contract Addendum Processing page refreshes with the addenda or group(s) removed.