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This tab defines the email and document templates for the current product version. When generating emails or documents for quotes /or policies that are created for this product version, the selected template should be used.
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Document Template: Select the Document template to be used for generating quotes or policy documents. There is one document template only for a product.
Email Template: Select the Email template to be used for sending quotes or policy documents to customers. There is one document template only for a product.
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Document Template for Letter To Previous Insurer: Select a template to be used for generating a termination letter to the previous insurer. This configuration is for Termination Letter
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Terms And Condition Document: Select the Terms and Conditions document to be attached to the policy email sent to the customer. Note: Quote email cannot receive this document.
Static Attachments: select Select the other static documents to be attached to the policy email sent to the customer. Note: Quote email cannot receive these documents.