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