Documents and templates

The system produces your documents as PDFs, with your logo and your wording, and keeps the files you upload next to the record they belong to.

Documents made for you

Document	Where to get it
Quotation	On a quote: More > Download PDF, or Send to customer
Policy schedule	On a policy: More > Download policy schedule
Certificate of insurance	On a policy: More > Download certificate
Invoice, debit note, credit note	On an invoice: More > Download PDF, or Email to customer
Receipt	Under Finance > Receipts and refunds: Receipt PDF
Claim settlement letter	On a claim: More > Download settlement letter
Commission statement	On an agent or broker: Commission statement
Any report	On Reports: Download PDF

Each one carries your logo, your company details and the line you set for the foot of every document. Set these under Settings > Company settings.

Letters in your own words

For anything else you send to customers, use letter templates. Your company starts with five: a welcome letter, a renewal notice, a cancellation notice, a claim documents request and a claim rejection letter.

Write or change a template

1. Go to Settings > Document templates and open a template, or choose New document template.
2. Give it a name and a category.
3. Write the text. Leave an empty line between paragraphs. Put **two stars** around words to make them bold, and start a line with a dash for a list.
4. Insert values with double braces, for example {{customer_name}}, {{policy_number}} or {{end_date}}. The full list is shown under the text box.
5. Save.

Create a letter for a customer

1. Open the policy or the claim.
2. Choose More > Write a letter and pick the template.
3. The letter is filled with the details of that record and saved as a PDF under Files, where you can download it.

Email templates

The emails that go to customers have their own templates under Settings > Email templates. See Notifications and email.

Files you upload

Quotes, policies, claims, customers, and agents and brokers each have a Files tab. Choose Add file, pick the file and a category such as identity document, proposal form, photo, medical record or police report.

• PDF, image, Word, Excel and text files of up to 10 MB are accepted.
• Files are private. Only signed-in users of your company who can see the record can download them.
• The list shows who added each file and when.

Who can change templates

Templates belong to the Documents module. A role needs Edit on it to change templates and View to read the email log. The main account sets this under Settings > Roles.