Dec 01, 2020
When placing a contract on Whitespace, if a carrier who doesn't use the platform has written a line on the contract, you can record this line in Whitespace. To record an off-platform line on a contract placed on Whitespace, the carrier who wrote the line must be added as an off-platform carrier by Whitespace support.
- Select the firm order contract on browser
- Open the actions menu
- Select Record Off-Platform Lines
- Select the carrier who wrote the line
- Record the details of the line as written on paper
You can also create off-platform contracts to reflect contracts signed on paper, with lines written by Whitespace or non-Whitespace carriers. Off-platform contracts are useful for processing endorsements on Whitespace to contracts placed outside of the platform.
- Create an off-platform contract
- Edit the contract to reflect the paper version (and add a copy of the paper version as an attachment on Whitespace)
- Mark the contract as firm order
- Record off-platform lines on the contract
- Sign the off-platform contract