Navigation:  Document Template Editor > Open Template

To open an existing document template, click on and a pop-up window with a list of documents will be provided.  Select the document you require. Note: you can expand and collapse the list using the scroll bar at the side to view the complete list of existing Documents.

 

Once a document is selected, click on , or double click on the Template Name.

 

 

The selected Document will open in the Main Window area and it will look like a standard Word Document.

 

 

In this example, the Document is a Tagged Document Template. We can tell this because it has a series of fields 'merged' in. We can also look in the Side Menu to find the details of the Document.

Once a Document is opened,  make changes and Save Template , or make changes and Save As Template .  If the user chooses to Save As,  both the Name and Filename of the Document can be changed. This is useful to make a minor change to a Template as it will save valuable set up time.

 

There are a number of special fields that can be used to assist in the set up of documents. These advanced controls will allow the user to set up a document to produce:

•Invoice document that has multiple policies

•Letter to client that provides detail on the range of insurance options

 

This detail will be covered in the Reports and Documents Training Module.