I. Introduction
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: Select the Document template to be used for generating quotes or policy documents.
Email Template: Select the Email template to be used for sending quotes or policy documents to customers.
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
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
Terms And Condition Document: Select the Terms and Conditions document to be attached to the email sent to the customer.
Static Attachments: select the other static documents to be attached to the email sent to the customer.