UnderwriterCENTRAL™ Template Editor Bookmarks
A brief explanation of each of the bookmark fields for use in Document generation
SPECIAL BOOKMARKS
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This is control type. It allows the user to define a table (i.e. both rows and columns) and it will insert that defined table for each record retrieved. |
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This is a control type. It allows the user to create a table definition that will insert a new column for each record retrieved. |
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This is a control type. It allows the user to create a table definition that will insert a new row for each record retrieved. |
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This is a repeat type. This will list the details associated with the accepted coinsurance option for a Quotation. |
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This is a repeat type. This will list the account chequerun remittance for a particular account. |
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This is a repeat type. This will list the brokers other names within a Quotation. |
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This is a repeat type. This will list the brokers profile within a Quotation. |
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This is a repeat type. This will retrieve the Underwriter Years for a Claim Facility. |
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This is a repeat type. This will retrieve the information for Paragraph 1 in the Included Wordings table of a Claim. |
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This is a repeat type. This will retrieve the information for Paragraph 2 in the Included Wordings table of a Claim. |
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This is a repeat type. This will retrieve the information for Paragraph 3 in the Included Wordings table of a Claim. |
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This is a repeat type. This will retrieve the information for Paragraph 4 in the Included Wordings table of a Claim. |
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This is a repeat type. This will list the reserves within a Claim. |
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This is a repeat type. This will list the service providers within a Claim. |
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This is a repeat type. This will list the statistics within a Claim. |
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This is a repeat type. This will list the claims for a particular client. |
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This is a repeat type. This will list the invoices of a particular client. |
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This is a repeat type. This will list the other names the client is known by. This information will be retrieved from the Other Names table located in the Clients-Client/Profile tab. |
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This is a repeat type. This will retrieve the information for Paragraph 1 in the Included Wordings table of a Client. |
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This is a repeat type. This will retrieve the information for Paragraph 2 in the Included Wordings table of a Client. |
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This is a repeat type. This will retrieve the information for Paragraph 3 in the Included Wordings table of a Client. |
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This is a repeat type. This will retrieve the information for Paragraph 4 in the Included Wordings table of a Client. |
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This is a repeat type. This will list the policies for a particular client. |
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This is a repeat type. This will list the profile items and responses for a client. These are retrieved from Profile List located in the Client/Profile tab |
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This is a repeat type. This will list the Quotations for a particular client. |
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This is a repeat type. This will list the sites for a given company. This information is retrieved from the Admin-Company-Site section. |
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This is a control type used in conjunction with IF, THEN and END-IF. If the condition is true then everything between the ELSE and END-IF will be removed. If the condition is false then everything between the THEN and ELSE will be removed. The IF, THEN, ELSE, logic cannot be nested, (i.e. you can not start and IF and have another IF embedded in the same section of the template). The Condition part of the IF, THEN, ELSE, functionality must be a Boolean value (i.e. true/false - check box). |
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This is a control type used in conjunction with IF, THEN and ELSE. If the condition (i.e. true/false - check box) is true then everything between the ELSE and END-IF will be removed. The IF, THEN, ELSE, logic cannot be nested, (i.e. you can not start and IF and have another IF embedded in the same section of the template). The Condition part of the IF, THEN, ELSE, functionality must be a Boolean value (i.e. true/false - check box). |
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This is a control type used in conjunction with THEN, ELSE and END-IF. The IF, THEN, ELSE, logic cannot be nested, (i.e. you can not start and IF and have another IF embedded in the same section of the template). The Condition part of the IF, THEN, ELSE, functionality must be a Boolean value (i.e. true/false - check box). |
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This is a control type. This will create a new document for repeated data. |
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This is a control type. This will place repeated data onto a new page in the same document. |
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This is a repeat type. This will list the details associated with tax fees for a Quotation. |
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This is a repeat type. This will list the claims against a particular policy. |
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This is a repeat type. This will list the other parties included for a particular policy. |
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This is a repeat type. This will list that the other parties included for a particular policy. |
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This is a repeat type. This will list the parties classified as interested within a particular policy. |
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This is a repeat type. This will list that the parties classified as insured within a particular policy. |
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This is a repeat type. This will retrieve the information for Paragraph 1 in the Included Wordings table of a Policy. |
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This is a repeat type. This will retrieve the information for Paragraph 2 in the Included Wordings table of a Policy. |
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This is a repeat type. This will retrieve the information for Paragraph 3 in the Included Wordings table of a Policy. |
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This is a repeat type. This will retrieve the information for Paragraph 4 in the Included Wordings table of a Policy. |
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This is a repeat type. This will list the quotations associated with a particular product. |
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This is a repeat type. This will list the clients associated with a particular product. |
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This is a repeat type. This will list the invoices associated with a particular product. |
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This is a repeat type. This will list the policies associated with a particular product. |
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This is a repeat type. This will retrieve the information for Paragraph 1 in the Included Wordings table of a Provider. |
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This is a repeat type. This will retrieve the information for Paragraph 2 in the Included Wordings table of a Provider. |
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This is a repeat type. This will retrieve the information for Paragraph 3 in the Included Wordings table of a Provider. |
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This is a repeat type. This will retrieve the information for Paragraph 4 in the Included Wordings table of a Provider. |
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This is a repeat type. This will list the parties classified as insured within a particular Quotation. |
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This is a repeat type. This will list the parties classified as interested within a particular Quotation. |
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This is a repeat type. This will list the options within a particular Quotation. |
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This is a repeat type. This will list the coinsurance for each option within a particular quotation. This is at the quotation level. |
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This is a repeat type. This will list the reinsurance for each option within a particular quotation. This is at the quotation level. |
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This is a repeat type. This will list the reinsurance insurers for each option within a particular quotation. This is at the quotation level. |
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This is a repeat type. This will retrieve the information for Options Section 1 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 2 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 3 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 4 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 5 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 6 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 7 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 8 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 9 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 10 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 11 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 12 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 13 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 14 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 15 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 16 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 17 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 18 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 19 in the Included Wordings table of a Quote. |
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This is a repeat type. This will retrieve the information for Options Section 20 in the Included Wordings table of a Quote. |
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This is a repeat type. This will list the other parties included for a particular Quotation. |
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This is a repeat type. This will retrieve the information for Paragraph 1 in the Included Wordings table of a Quotation. |
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This is a repeat type. This will retrieve the information for Paragraph 2 in the Included Wordings table of a Quotation. |
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This is a repeat type. This will retrieve the information for Paragraph 3 in the Included Wordings table of a Quotation. |
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This is a repeat type. This will retrieve the information for Paragraph 4 in the Included Wordings table of a Quotation. |
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This is a repeat type. This will retrieve the information of the client other names selected on the quote details screen. |
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This is a repeat type. This will list all the related clients associated with the client. This information will be retrieved from the Related Clients table found under the Client/Profile tab. |
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This is a control type used in conjunction with IF, ELSE and END-IF. The IF, THEN, ELSE, logic cannot be nested, (i.e. you can not start and IF and have another IF embedded in the same section of the template). The Condition part of the IF, THEN, ELSE, functionality must be a Boolean value (i.e. true/false - check box). |
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This is a repeat type. This will list the adjustments for that transaction record. |
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This is a repeat type. This will list the claims for that transaction record. |
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This is a repeat type. This will list the policies for a transaction record. |
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This is a repeat type. This will list the invoices for a transaction record. |
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This is a repeat type. This will list the products for a transaction record. |