Using Plan Markup

Plan Markup is a feature that allows an administrator to populate frequently used information such as Business Name into the plan using short-forms. Should these terms change in the future, Plan Markup allows you to change the information in just one place and Shield takes care of the rest.

To change existing Plan Markup:

Login to your SHIELD account: https://shieldbcp.com.
Go to the “Supporting Data” component.
Select “Plan Markup” near the bottom of the list that appears on the left hand side.
Click the drop-down arrow to the right of “Plan Markup”.
Select “Edit this Table’s Data”.
Edit the Replacement Text and/or Description.
Click “Save Changes”.

To add a new Plan Markup to populate other common information:

Login to your SHIELD account: https://shieldbcp.com.
Go to the “Supporting Data” component.
Select “Plan Markup” near the bottom of the list that appears on the left hand side.
Click the drop-down arrow to the right of “Plan Markup”.
Select “Edit this Table’s Data”.
Click Add New Row.
Enter information in the Markup Name column and Replacement Text column (The Description is optional).
Click “Save Changes”.
Go to the “My Plan” component.
Select the section where you would like the common information to appear and click “Edit this Section”.
Place cursor where you would like to insert a Markup Name then select "Plan Markup" from the Insert menu.
Select the Markup Name you would like to insert from the menu.
Click "Insert".
Click "Save".