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This tab defines the email and document templates for the current product version. When generating emails or documents for quotes/policies that are created for this product version, the selected template should be used.
Document Template:
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Select the Document template to be used for generating
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quotes or policy documents.
Email Template:
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Select the Email template to be used for sending quotes or policy documents to customers.
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Document Template for Letter To Previous Insurer:
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Select a template to be used for generating a termination letter to the previous insurer. This configuration is for Termination Letter
Email Template for Letter To Previous Insurer:
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Select the email template to be used for sending a termination letter to the previous insurer. This configuration is for Termination Letter
Terms And Condition Document:
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Select the Terms and Conditions document to be attached to the email
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sent to the customer.
Static Attachments: select the other static
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documents to be attached to the email
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sent to the customer.