Desks Overview
Desks are workspaces that organize submissions and configure how they’re processed.What is a Desk?
A desk is a dedicated workspace for a specific line of business, team, or workflow. Each desk has independent settings for:- Data Fields - What information to extract from submissions
- Intake Rules - How emails are routed to this desk
- Desk Rules - Automated workflows and actions
Creating a Desk
- Click + New Desk in the sidebar
- Enter a descriptive name (e.g., “Commercial Property”, “Professional Liability”)
- Add an optional description
- Click Create
Desk Settings
Access desk settings by clicking the gear icon or navigating to the Settings tab.General Settings
- Name - Display name for the desk
- Description - Optional details about the desk’s purpose
Extraction Schema
Link a data extraction schema to define which fields are extracted from submission documents. See Data Fields for details.Organizing with Desks
By Line of Business
Create separate desks for each line you underwrite:- Property
- General Liability
- Professional Liability
- Umbrella/Excess
- Workers’ Compensation
By Team
If multiple teams handle the same line, create desks per team:- Property - East Region
- Property - West Region
By Workflow
Separate desks for different submission types:- New Business
- Renewals
- Endorsements
Desk Navigation
The sidebar shows all desks you have access to. Click a desk to view:- Submissions - All submissions in this desk
- Data Fields - Extraction schema configuration
- Intake Rules - Email routing rules
- Rules - Workflow automation rules
- Settings - Desk configuration