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Home > The Whitespace Platform for Brokers > Endorsements > How can I assign endorsement roles?
How can I assign endorsement roles?
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Once you have created an endorsement:

 

Instructions

  1. Select the endorsement.

  2. Click the 'Actions' menu (or '≡' on iOS) in that document.

  3. From the drop down menu, choose 'Select Endorsement Roles'.

  4. Assign endorsement roles to the carrier(s) listed.

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