Policy Types - Quote and Policy Documents

Created by Melvin Xuereb, Modified on Mon, 19 Jun 2023 at 05:14 PM by Melvin Xuereb

Policy Documents are used to create document wording when processing transactions. Documents can be designed and setup in any way and the option to use Placeholders helps to achieve this. 

There are 2 main document templates that can be setup: - Quotes and Policy.

Using Placeholders 

Placeholders are used to replace text on the document template with information inserted in the transaction. 

Click on the button Show Placeholders to view options available.

If the Premium Amount is required to show in the Template, then the user can simply input the text {AMOUNT_PREMIUM}. An example is shown below: 

Once the document is generated from the transaction, the following information will be displayed.

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