Documents
Whether static or dynamic documents, generate all the necessary documents when you need them.
Last updated
Whether static or dynamic documents, generate all the necessary documents when you need them.
Last updated
There might be various documents the customers should view or receive for the insurance product they purchase. These documents can be split into 2 different categories based on the nature of the documents - Static Documents and Dynamic Documents.
Static Documents are standard PDF documents that are exactly the same content for all customers. These documents do not go through a “generate” process, but rather being attached to the emails (or policies) as it is.
Example Terms and Condition documents, Product Information, Data Privacy Disclosure, etc.
To set up a Static Document, simply drag and drop your static document (PDF) to the top grey area or click the Choose Files button and a browser file select popup will appear for you to select the file. Once the file is loaded, you will see them in the table below. You will be able to set the below information for this document.
Once a static document is configured, you will be able to update by clicking into the row on the document table. You’ll be able to update its
Name - simply overwrite the name in the field
Version - simple overwrite the version in the field
PDF file - simply click the bin icon to delete the old document and the Upload button should be enabled for you to select the new file.
If you do not need this document anymore (or you need to change the Designation or Language, which is not allowed as an update), you will be able to delete it by clicking the Delete button. If the Delete button appears to be disabled, this might be because this document is attached to some emails. In this case, you will need to remove this document from those emails first and the Delete button should be enabled.
Once the changes are made, you should click the Update button on the top right to save the changes. All changes will only be saved to test mode and will need to be published to live for them to take effect on live mode.
Dynamic Documents are dynamically generated documents that include different content for each customer. These documents will go through a “generate” process during which, it will retrieve dynamic data from each case and fill the documents accordingly. As it will go through the “generate” process, it is required to define when the document should be generated.
Example Policy Certificate, Offer Certificate, etc.
To set up a Dynamic Document, simply click the Create Dynamic button on the top right. Once clicked, you will enter a 2-step process to configure the dynamic document.
The second step is to put in the HTML template. In the HTML, you will be able to design the document according to the need of your company’s CI and decide what content to include. Below is an example HTML template.
Once a dynamic document is configured, you will be able to update by clicking into the row on the document table. You’ll be able to update its
Name - simply overwrite the name in the field
Version - simply overwrite the version in the field
Action on which the asset should be generated - simply select another one from the dropdown
HTML Template - simply update the HTML as you wish
If you do not need this document anymore (or you need to change the Designation or Language, which is not allowed as an update), you will be able to delete it by clicking the Delete button. If the Delete button appears to be disabled, this might be because this document is attached to some emails. In this case, you will need to remove this document from those emails first and the Delete button should be enabled.
Once the changes are made, you should click the Update button on the top right to save the changes. All changes will only be saved to test mode and will need to be published to live for them to take effect on live mode.
| Field | Description |
|---|---|
| Field | Description |
|---|---|
Name
This is the file name for this document, meaning the customers will see this as the file name when they receive it.
Language
The language this document is associated with. In the case where the product supports multiple languages, only the document of a selected language (the same language the customers use) will be attach based on this setting.
Version
This is an optional field for version control.
Designation
This is essentially a tag for the system to recognise which kind of document this is, for example data_privacy , product_information , terms_and_conditions ,etc.
Name
This is the file name for this document, meaning the customers will see this as the file name when they receive it.
Language
The language this document is associated with. In the case where the product supports multiple languages, only the document of a selected language (the same language the customers use) will be attach based on this setting.
Version
This is an optional field for version control.
Designation
This is essentially a tag for the system to recognise which kind of document this is, for example offer, policy_certificate, etc.
Action on which the asset should be generated
This defines the time this document should be generated.
lead_created - when a lead is created
offer_created - when an offer (unpaid policy) is created
policy_activated - when the policy is activated (required activation feature)
policy_version_created - when a policy version is created, this means when policy is created, updated.
policy_purchased - deprecated
