Using Document Templates

Document templates in Nexsure allow you to create and append custom MS Word or Excel templates to policy attachments (MS Office 2000, XP and 2003 only). Once a template has been created in Setup, it can be used to create new documents at the client or policy level.

To Create a Document Template

1. Access the appropriate client or policy level attachment option.
2. Click the [Add New] link.
3. Select the Create Document with Template option.
4. Enter the attachment name.
5. Enter the document description.
6. Click Next. The Nexsure Office Integration pop-up window will be displayed.

7. Enter at least two characters in the template name or description fields, if known.
8. Choose document type, category & business type from drop-down box.
9. If the Template name, description, document type, category and business type are not known leave the fields blank and click Search. All available templates will be displayed in the Available Templates box.

9. Click on the appropriate template.
10. Click Next.
11. The Policy Section will be displayed. Select the criteria to default into the document from the drop-down boxes:
12. Named Insured
13. Contact
14. Location
15. Assignment
16. Line of Business

12. Click OK.
13. The document will be opened in MS Word or Excel (whichever was specified) and will integrate with client and policy information.
14. After the integration process is complete, this is now a normal word document. Make any necessary changes/additions to the document as needed.
15. When the document has been completed:
16. From the Word File menu, click Nexsure Save As.

• Draft:  Selecting Draft allows edits to be made to the template by anyone having access to Setup, Document Templates.
• Complete:  Selecting Complete only the author of the template, or an administrator, can make changes to the template.

16. Click OK. The Attachment summary view is displayed.

17. Click the attachments Details  icon to open the attachment for viewing.

To Close the Attachment after Viewing

1. On the Word File menu, click Nexsure Save As.
2. Draft: Selecting Draft allows edits to be made to the template by anyone having access to Setup, Document Templates.
3. Complete: Selecting Complete only the author of the template, or an administrator, can make changes to the template.

2. Click OK.
3. Click the Word  icon to update the attachment name or the document description. Click OK to save the change or Cancel to close the pop-up window.
4. The [Show] filter may be used to refine a search.

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