Edit Files

Any file uploaded by us, Gagliardi Insurance, cannot be edited. They may only be downloaded or “deleted”.

File Name | File Type | File Application Association | File Organization Association | File Certificate Holder Association | Delete File

  • File Name
    • To edit the File Name click the icon, right-hand side of the File Name.
    • This will ONLY change the name of the File as it appears online.
    • Once complete, click to save.
  • File Type
    • To specify the File Type click the icon next to “Unknown”, in the Type column, then select the appropriate option from the drop-down menu.
    • If you accidentally selected the wrong File Type, simply repeat the above process.
  • File Application Association
    • To link a file with a specific Application first click the icon.
    • Then hover over “Application” and click the icon, to the right.
    • Next, select the applicable Application.
    • Once complete, the system will auto-save your changes.
    • If you accidentally selected the wrong Application, simply repeat the above process.
    • Within the ( ) of an Application Name is the Organization’s Name. Based on the Application you choose the Organization column will automatically update as shown below.
  • File Organization Association
    • To link a file with a specific Organization first click the icon.
    • Then hover over “Organization” and click the icon, to the right.
    • Next, select the applicable Organization.
    • Once complete, the system will auto-save your changes.
    • If you accidentally selected the wrong Organization, simply repeat the above process.
  • File Certificate Holder Association
    • To link a file with a specific Certificate Holder first click the icon.
    • Then hover over “Certificate Holder” and click the icon, to the right.
    • Next, select the applicable Certificate Holder.
    • Once complete, the system will auto-save your changes.
    • If you accidentally selected the wrong Certificate Holder, simply repeat the above process.
  • Delete File
    • To delete a file select the icon on the right-hand side.
    • To avoid accidentally deleting a file, a warning will pop-up, select the appropriate option.
    • If you accidentally delete a file that Gagliardi Insurance has uploaded please visit our contact page to request the document(s).

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