On the top of the policies list, you can see the Policy Summary document, and 2 action buttons: Send Summary and Generate Summary. You can download the latest policy summary by clicking on it name.
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How to create a new summary
Click the Generate Summary button
Choose the currency and confirm
Image RemovedThe system will generate the latest summary
You can click on the document name to download it
How to send a new summary to email
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Click the Send Summary button
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Choose the currency and confirm
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Seamless provides you the ability to generate a PDF document with multiple policies inside, which is called a Policy Summary document.
Seamless provides you the ability to generate documents for multiple policies in just a few clicks. Whether you need a Statement of Account or a Policy Summary Document, this guide will walk you through the process step by step.
With Seamless, you can:
Generate a Statement of Account to track unpaid balances in two key ways
Create a Policy Summary Document that compiles essential details for selected policies.
Download and share these documents via email.
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Policy summary document
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| title | Generate policy summary document |
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Click the Generate Summary button Select the policies you want to generate. You have the option to customize the policy list by choosing filters at the top of the page.  Image Added
Click the Select button Wait for Seamless to generate the PDF file. The recent file will be displayed on the policy list.
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| title | Send policy summary document |
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Click the Send Summary button Select the policies you want to generate. You have the option to customize the policy list by choosing filters at the top of the page. - Image Added
Click the Select button Choose the sending method: you can choose either sending the summary document only, or sending the summary document with all policies' static attachments  Image Added
Click the Next button Choose the recipient: can be one of the seller of the selected policies, or yourself  Image Added
Wait for Seamless to generate the PDF file and send it to the recipient mailbox. The recent file will be displayed on the policy list.
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Statement of account document
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| title | Generate SOA document |
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Access to the Policies list of a customer account Click on the Generate Statement of Accounts button Select the policy currency you want to use for generating the document. Please note that this dialog will only appear if there are multiple currencies listed in the policy.  Image Added
Click the Select button to confirm your selection Wait until the document is generated View the recent Statement of Accounts document in the policies screen
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| title | How to configure SOA document template |
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Access Product Settings  Image AddedScroll down to SOA DOCUMENT CONFIGURATION section Select your template
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