You can create new policies using the Create New Policy Wizard or add transactions to existing policies using either the Create Renewal Wizard or Create Endorsement Wizard. In addition to creating new policies and transactions for existing policies, you can also create a standalone transaction.

When creating a new policy or transaction, users can take the time necessary to properly enter the required details and documentation by clicking Save for Later during any point in the Wizard process. These "Save for Later" transactions are referred to as unsubmitted transactions.

Unsubmitted Transactions are not visible to the SLA. You can access these transactions both from the Policy Details screen and the Policy Search screen My Unsubmitted Transactions tab. Resume editing any unsubmitted transactions by clicking the Magic Wand icon on the My Unsubmitted Transactions tab or the Resume in Wizard button while viewing the Transaction Details.

You can submit policies and transactions in bulk via the Bulk Submission/Import Wizard as found on the Home and Submission List screens. The Bulk Submission/Import Wizard accepts bulk image file submissions (SLIP BIF), which include one or more electronic document images uploaded separately that require indexing by the SLA, as well as XML submissions which are comprised of a single ZIP file containing a valid XML file and a series of accompanying electronic document images.

The Bulk Submission/Import Wizard also allows you to quickly import the contents of an XML submission into SLIP as unsubmitted transactions for further review and editing prior to being submitted to the SLA. This feature imports the relevant data from the XML submission ZIP file, just as if the user had manually entered the data into SLIP, and the imported data are accessible via the Policy Details screen and the Policy Search screen as unsubmitted transactions.