...
| Table of Contents | ||
|---|---|---|
|
1. Introduction
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.
...
2. Document details
a. Document
...
template
Select the Document template to be used for generating quotes or policy documents. There is one document template only for a product.
...
b. 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.
...
c. 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
d. Email
...
template for letter to previous insurer
Select the email template to be used for sending a termination letter to the previous insurer. This configuration is for Termination Letter
e. Terms And
...
Conditions Document
...
Select the Terms and Conditions document to be attached to the policy email sent to the customer. Note: It can be defined in document template so Terms & Conditions are excluded/included during Quote/Policy email sending.
f. Static Attachments
...
Select the other static documents to be attached to the policy email sent to the customer. Note: It can be defined in document template so static documents are excluded/included during Quote/Policy email sending.