Creating a New Document Template

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You can create a new document template either at the Scheme level or to apply to all Schemes. This process is very simple and allows you to build powerful documentation quickly without worrying about human error.


Creating a New Document Template

  1. Log in to SchemeServe
  2. Click on the Admin Tab
  3. Click on the Documents Tab
  4. Choose from the Drop Down Menu either “All Schemes” or the individual Scheme for your document
  5. Click the New Document Button either by “All Insurers” if the document is to apply to all insurers on the Scheme or by the individual insurer if it is only to apply to a single insurer
  6. Give the Document a Name in the Enter the name of the document Field
  7. Choose the type of document you wish to create by clicking the appropriate radio button
  8. Use the WYSIWYG (What You See Is What You Get) Editor to create the document and Add any dynamic fields as applicable
  9. Click the Save Changes Button to Save the Document


Video Tutorial


See Also:

Editing Document Templates

Deleting Document Templates

Inserting Images into Your Document Templates

Adding and Editing a Standard Header and Footer for Document Templates

Other Options for Document Templates