On certain forms you may add another agent's details to your own details as a Conjunction Agent.
This can only be done on an Agent Name field (Company or Trading Name).
1. |
Open or create the form which you wish to add a conjunction agent to.
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2. |
Right click on the appropriate field (Company or Trading Name) If the option <Select Conjunction Agent> appears in the list, then the form supports Conjunction Agents.
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3. |
Click on the 'Select Conjunction Agent' option. A List of Conjunction Agents will appear.
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4. |
If the Conjunction Agents details are not there, click <Edit On> then <Add> and type in all the details for that agent.
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5. |
Double click on the agent you wish to select or highlight the agent and click <OK>.
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6. |
You will be asked if you would like to add this conjunction as the primary agent.
Click <Yes> if you would like the conjunction to appear as "Other Agent in conjunction with Your Company" Click <No> if you would like the conjunction to appear as "Your Company in conjunction with Other Agent"
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7. |
This will add the Conjunction Agent Details (incl. License No, ABN and ACN) to the Form. The License Number, ABN and ACN may not appear on screen, but when the form is printed out all details will appear. |
