Page Comparison

Name

Name of the document

Document Tags

Tag of the document. When you mark the document tag correctly, it will help you in searching quickly. The document tags can be claim reference or policy reference

Related Records

A source data that a document is attached to. When you choose a quote or a policy reference, then the document will be displayed in the quote or policy details.

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• Notice that fleet policies record is controlled by the features flag, please contact Contemi team to turn the feature on if needed

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Description

Description of the document (for example: Policy document, Claim document, etc.)

Upload Document

Place to upload your document, 1 field only

Document Template

Choose the document template in the system. All the document templates are defined in Document Templates

Search Entity

Choose the policy that you want to use to generate