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This tab defines email and document template for the current product version. When generating emails/documents for quotes/policies that are created for this product version, the selected template should be used.

  • Document Template: select the Document template will be used for generating quote/policy documents.

  • Email Template: select the Email template will be used for sending policy documents to customers.

  • Terms And Condition Document: select the Terms and Conditions document to be attached to the email sending to customer.

  • Static Attachments: select the other static document to be attached to the email sending to customer.

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