Below are a selection of user guides that can help you make the most of the Whitespace Platform. If you need any further help, please get in touch with your account manager or email the Support team at support@whitespace.co.uk. (Discover how to get the fastest help: PDF)

* Please note that guides marked with an asterisk (‘*’) depict older versions of the platform. The information in them is still useful, but what you see on the screen may differ from the images shown, and some workflow might be slightly altered.

BROKER: Adding Layout Guides to the Contract Library (PDF)

BROKER: Working With References, Titles, and Names (PDF)

Using the Contract Library to Create Line Items and Layout Guides (PDF) 

Searching the Contract Library for Line Items and Guides (PDF) 

Adding Line Items to the Contract Library (PDF) 

BROKERS: A one-page explanation of the Whitespace Platform’s front page (PDF)

UNDERWRITERS: A one-page explanation of the Whitespace Platform’s front page (PDF)

UNDERWRITERS: An illustrated guide to the key functions of the Whitespace Platform (PDF)

Terminology used in the Whitespace Platform (PDF)

A simple introduction to the Whitespace Platform’s dashboard (PDF) (* Video)

A simple list of the names used in the Platform for the various stages of the placing process (PDF)

* How to get Whitespace notifications to show in your browser when the Platform is not open (PDF)

An overview of requesting and responding to internal contract reviews (PDF)

BROKERS: Using the chat system to hold private team discussions about a contract (PDF)

BROKERS: Adding private team notes to a contract (PDF)

* BROKER: Cloning a contract as an entirely new draft contract (PDF)

BROKER: Attaching a PDF contract to the front (or back) of a contract summary for processing in-Platform (PDF) (* Video)

BROKER: Duplicating a draft contract instance as part of the same contract record (PDF)

* BROKER: Things to consider when renewing a risk on Whitespace (PDF)

Using the ‘Edit All’ button to open the whole contract for click-and-type editing (PDF) (Video)

* Formatting contract text (PDF)

* Indenting contract text (PDF)

Managing the location of page breaks in an exported contract (PDF)

See a side-by-side contract comparison across two different contract records (PDF)

* BROKER: Options for preventing edits to text and tagged data (PDF)

BROKER: Add inline images that show within your contract (PDF)

BROKER: Use drag-n-drop to copy contract headings from one contract to another (PDF)

BROKER: Changing the name of a contract section cross-heading (PDF)

BROKER: Copy a template or draft contract to another team using an exported file (PDF)

BROKER: Merge a detailed wording template with the tagged data in a lightweight source contract to quickly and accurately populate the contract as a final version (PDF) (Video)

BROKERS: Options for creating a new template and cloning a template as a new contract (PDF)

Adding One or More Rows of Information to a Table With Append Data (PDF)

Enhanced text formatting – colouring text, applying numbered and bulleted lists, and creating new tables (PDF)

BROKERS: Locking templates and contracts (PDF)

BROKERS: How to give users on other teams access to a template (PDF) (Video)

BROKERS: How to work with a template that has been shared with your team (PDF)

How to Use Indents, Bulleted Lists and Numbered Lists (PDF)

How to apply a data tag on the Whitespace Platform (PDF) (Video)

Adding cross-reference tags that automatically update when the source tag is updated (PDF)

* Applying data tags to tables of information (PDF) (* Video)

Editing and removing data tags (Video)

A detailed guide to using the Defined Data system to tag (and section) contracts (PDF) (Video) (* Video)

Searching for tag name and applying tags with multiple values (PDF)

Associating a custom contract heading with a standard MRC heading name to enable associated tags (PDF)

Using the ‘Placing Data’ contract heading to include otherwise unavailable data tags (PDF)

Generating an MRC v3 subheading-keyword supplementary document to aid in accurate rekeying during the transition to fully digital CDRs (PDF)

BROKER: Using the MRC v3 Tag Checker beta system to ensure data compliance (PDF)

BROKER: How to Use the Extended Data Q&A System (PDF)

Extended Data Q&A Guidance (PDF) (Request Template)

* UNDERWRITER: Providing easy access to key quote information using Structured Quoting (PDF) (* Video)

Using indicative quotes to express non-binding interest (PDF)

BROKER: Adding an informal Broker’s message to a new contract recipient (PDF)

BROKER: Confirming multiple contract participants on a single quote request document with Bindable Quotes (PDF) (Video)

* Printing a side-by-side contract comparison (PDF)

* Replacing an attachment (PDF)

* Exporting attachments as part of a contract PDF (PDF)

* BROKER: Sharing attachments (PDF) (* Video)

BROKER: Inserting inline or regular attachments to export at the front of the contract (PDF) (* Video)

UNDERWRITER: Declining a contract section (PDF)

* BROKER: How to show a firm order to (re)insurers (Video)

UNDERWRITERS: How to Write a Line on the Whitespace Platform (PDF)

UNDERWRITER: Writing and Accepting Lines with Line Conditions (PDF)

UNDERWRITER: Writing and Accepting Lines with Subjectivities (PDF)

* BROKER: Working with off-platform stamps (PDF)

* BROKER: Ensuring off-platform stamps are correctly configured (PDF)

BROKER: Flexible Off-Platform Mirror Stamps (Video)

UNDERWRITER: Creating and Managing stamps with the Admin Portal (Video)

UNDERWRITER: Flexible Mirror Stamps (Video)

Custom Mirror Stamp Description Text and Using Multiple Mirror Stamps (PDF)

BROKERS: Choosing how visible the stamps on a contract are to other underwriters (PDF) (Video)

UNDERWRITER: Correcting the Stamp on an Unsigned Written Line and Accepting Corrections (PDF) (Video)

BROKER: Rolling back a signed contract to the firm order stage (PDF) (Video)

BROKER: Numbering Endorsements (PDF) (Video)

BROKER: Associating an attachment with a specific endorsement (PDF)

BROKER: Changing contract participants mid-way through its lifecycle (PDF) (Video)

* BROKER: Updating the percentages of signed lines (PDF)

* BROKER: Cloning an endorsement (PDF)

BROKER: How to Remove an Unwanted Written Line From an Unsigned Contract (PDF)

BROKER: How to use Contract Corrections to fix typos and minor errors in contracts at the written Firm Order and Signed stages (PDF) (Video)

UNDERWRITER: Responding to Contract Corrections (PDF)

BROKER: Creating facilities on the Whitespace Platform and showing declarations to them (PDF) (Video) (Video)

BROKER: Editing the default declaration lines for participants in a facility (PDF) (Video)

BROKER: Specifying the overall leader of a declaration or declaration section (PDF) (Video)

BROKER: Increasing a party’s written line on a contract declared to a facility (PDF) (Video)

BROKER: Setting up a facility agreement to permit competitive quoting on contracts declared to its parties (PDF)

BROKER: Showing verticalised terms to declaration parties (PDF)

BROKER: Showing a declaration to an underwriter more than once via facility line and open market (PDF)

* BROKER: Creating a sectioned facility agreement (PDF)

* BROKER: Placing sectioned facilities and declarations (Video)

* BROKER: Showing an unsectioned declaration to a sectioned facility (PDF)

* BROKER: Showing a sectioned declaration to a sectioned facility (PDF)

BROKER: Adding a Suggested Stamp when Showing a Declaration (PDF) (Video)

BROKER: How to Remove a Written Line from a Declaration Shown to a Facility (PDF)

BROKER: Using tagged data to section a contract so that it meets MRC v3 requirements (PDF) (Video)

BROKER: Withdrawing an underwriter from a sectioned risk (PDF)

BROKERS: How to section a contract after it has already been shown (PDF) (Video)

BROKER: Choosing which stamps to share on a verticalised contract (PDF)

BROKER: How to Create and Show a Contract With Vertical Terms (PDF)

BROKER: An In-Depth Guide to Verticalising Contracts (PDF)

* A Brief Overview of the Admin Portal (PDF)

A complete guide to the Admin Portal (PDF)

BROKER: An overview of user roles available for Broker users (PDF)

UNDERWRITER: An overview of user roles available for Underwriter users (PDF)

UNDERWRITER: Specifying the brokers that your organisation can do business with (PDF)

BROKER: Specifying the underwriters that your organisation can do business with (PDF) 

BROKER: Using the Broking Partners system to place a contract with another broker (PDF) (Video)

BROKER: The Broking Partners system for placing brokers (Video)

* Management Information Reports for Brokers (PDF)

* Management Information Reports for (Re)Insurers (PDF)

How to add a draft user to the Whitespace Platform and then set them to Live (PDF)

BROKER: How to set the new Contract Corrections permission (PDF)