Adding document templates to a product

A document is a electronic file, such as a PDF, Microsoft Word, or plain text file, that contains information relevant to a policy or account. Documents, unlike forms, are not contractual parts of a policy. Document templates are the frameworks that, after appropriate business data is inserted, become individual document instances.

For example, one document template might be a letter notifying an account holder of the details of three quotes that you prepared. The account holder’s name, address, account number, and other personal details are retrieved from PolicyCenter and combined with the document template to create an instance of the document. The resulting document is then delivered to the account holder.

Document templates can be associated with accounts as well as products. Document templates that have been associated with products enable PolicyCenter to generate policy-level documents such as quote and binder documents.

See also

• Creating a document template
• Document management