Document types in Smart Communications for PolicyCenter
Smart Communications for PolicyCenter enables you to create editable documents and completed documents based on SmartCOMM templates in PolicyCenter. You can view documents and modify editable documents in PolicyCenter.
Completed documents
The information in completed documents is static, meaning that the content does not vary. You cannot edit the content or view completed documents in the SmartCOMM draft editor in PolicyCenter. In the Documents panel, the Status of complete documents is always Final. In the SmartCOMM template for completed documents, you can provide boilerplate text as well as placeholders for text that will be retrieved from PolicyCenter objects.
- Declarations page describing terms and conditions for a policy
If you are integrated with a content management system, you can implement code to upload completed documents to that system.
Editable documents
Editable documents contain information that is not final and that you can edit. In PolicyCenter, you can edit a draft document multiple times and save your changes to the draft. When you are finished editing, you can create the document, changing it to a completed document. The completed document is no longer editable.
Editable documents are in Draft status and are stored in XML format in the PolicyCenter database.