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Organization Insurance information is entered on the home page for the Configuration Setting for an organization:
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Error: Quote phase assigned to user ID
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When the following error is encountered, check the user details associated with the user trying to generate the contract. An license number has to be entered in the following states for a user to be able to generate a contract: CA, CT, DC, FL, MD. Settings-Organization Settings-Users. See the figure below.
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Error: Sale Rep Signer ID missing from contract
This means the document/contract is configured to have a salesperson signer, but the information needed is missing. This is a config ticket to repair.
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Error: Document generation blocked! Please update the job to pass rules or issue a change order to continue
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