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.
Policy summary document
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.
Click the Select button
Wait for Seamless to generate the PDF file. The recent file will be displayed on the policy list.
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.
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
Click the Next button
Choose the recipient: can be one of the seller of the selected policies, or yourself
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.
Statement of account document
Before you begin
The feature must be turned on
The user must have the role Generate Policy Document to access and generate SOA document
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.
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
Access Product Settings
Scroll down to SOA DOCUMENT CONFIGURATION section
Select your template
Click Save to accept your change