Creating an Analysis from a Completed LOA
Once you've received the information you need, you can turn it into a full policy analysis without leaving the LOA record.
- Open the completed LOA record
- Click Create Analysis
- Select which emails and documents to include
- Choose the policy type
- 4admin merges the selected content and runs the analysis
The LOA record will then link to the new policy analysis, and you can access it directly from the LOA detail page.