Policies 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.

1. Open

   

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.

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