Documents & Document Builder
- Anne Vu: Insurance-VN
- Samantha Tran: Insurance-VN
Seamless allows you to easily manage customer-related documents by uploading them or generating them directly within the system using a user-friendly interface and just a few clicks.
Document management
Document builder
The Document Templates module makes it easy to manage templates for quotes, policies, summaries, emails, termination letters, and more. Use handy placeholders to quickly create templates customized for specific product versions.
You need to have permission to Manage Document Templates to access this page.
Access Insurance menu → Document Templates
View all the templates (pdf document, email, sms, push notification) in the tenant
(Optional) Click on
to view all the archived templates
Find templates in the list by Search & Filter button, or entering the template name into the search box to search.
Click
to open the Create Template form.
Fill in all mandatory fields. Refer to Template Details to understand the attributes.
Upload template attachments, such as design materials (e.g., icon files, CSS).
Click SAVE to create the template.
Click 
Click 
Related content
If you would like to request an article, drop us a mail at seamless.support@seamless.insure