Workflow: Setting Up and Using DocDesigner

Installing Prerequisite AMS360 Add-In for Word 2007

DocDesigner requires an AMS360 Add-In for Word 2007 or later. It is not compatible with earlier versions of Microsoft Word.

In AMS360 open the Administration Center. From the sidebar menu, Utilities section click AMS360 Downloads > AMS360 Installation Downloads > DocDesigner Prerequisites Installation > Download.

or
Selecting New or Edit/Copy from the DocDesigner icon on any of its toolbar menus: Schedules Proposals, Document Library - Schedule/Proposal/Summary Documents, Merge Field Editor.
This launches a Microsoft Office Customization Installer. Use the instructions. Microsoft Word automatically opens upon completion.

Accessing DocDesigner

Access Doc Designer from any of the following data entry forms: Schedules Proposals, Document Library - Schedule/Proposal/Summary Documents, or Merge Field Editor. Select New or Edit/Copy from the DocDesigner icon in the toolbar on any of the above-mentioned forms.

If DocDesigner does not open in Word, please see Troubleshooting the DocDesigner Add-In.

AMS360 Tab

Button

Name

Uses

New Document

Use to create a new document. When selected, the Document Properties Task Pane is enabled with a blank document on the right side.

Edit/Copy Document

Use to edit or copy an existing, proposal, schedule or summary. When selected, the Document List is enabled. You can choose a document to edit, copy or delete.

Save To AMS360

Use to save a copy of the document to your temp folder and the AMS360 Document Library. Your document remains active (open).

For best results, save your pattern document as .doc or .docx. If you don't, there is a chance images may be lost.

Save To AMS360 & Close

Use to save a copy of the document to your temp folder and the AMS360 Document Library. The AMS360 Tab in Word closes. Word remains open.

For best results, save your pattern document as .doc or .docx. If you don't, there is a chance images may be lost.

Document Properties

Document Properties shows you specific information about the document, such as the name of the document, the author and merge template associated with the document.

*Required Fields.

Field/Options	What is this?
*Type	Choose the type of document you are creating. The choices are: Proposal Schedule Summary
Active	Indicates whether the document is active or inactive. The default is active. Uncheck the box to make inactive.
Category	Choose a category from the list.
* Document Name	Enter a descriptive name for the document.
Author	Your AMS User Name defaults, but it can be changed.
*Merge Template	Select the template which contains the merge fields you want to use in creating the schedule, proposal or summary main document.
Description	Use to enter additional identifying information about the schedule, proposal or summary main document.(Up to 255 characters).
Build Entire Document	This box is only available when creating or recreating a new document. Otherwise, it is hidden.
Create	Initiates the document in Word with the Tree View.

Tree View

The tree view of document opens when you select the Create button.

Field/Options	What is this?
*Check Box	Display Only. A checked box indicates a section or data element is included in the document. Unchecked box indicates a section or data is not included in the document. If you highlight a section, the entire selection and all associated sub-sections below it automatically checked or unchecked, depending on your action.
Right Arrow	Use the right arrow to insert the selected section or individual data element where the cursor is placed in the document. You cannot move an already checked section or data element into the tree because it is already included in the document. Use [Crtl+Right Arrow] on your keyboard as well as [Right Mouse/Insert].
Left Arrow	Use the left arrow to remove the selected section or data element from the document. The section or data element check box will also uncheck. Use [Crtl+Left Arrow] on your keyboard as well as [Right Mouse/Remove].
Up/Down Arrows	Use the up/down arrows to move the selected section or data element up or down within the tree view and the document. You cannot move text before or after a section or data element up or down. You cannot move the Line of Business nodes up or down. The displayed order in the document are based on the Line of Business sort order on the policy.
Return to defaults	Use this to re-build the document based on the original Merge Template. The following AMS360 DocDesigner Message appears: Changes will be deleted. Document and Tree will be reloaded. Do you want to continue? Yes - the tree and document are cleared and the document and it's associated tree are reloaded. No - closes the message dialog with no changes to the tree or document.
Return to last saved	If you have previously saved the document in AMS360, the following message appears: Changes will be deleted. Document and Tree will be reloaded based on the last save to AMS360. Do you want to continue? Yes - the tree and document are cleared and the document and it's associated tree are reloaded. No - closes the message dialog with no changes to the tree or document.
Clear All	All sections and fields in the document are cleared. The Tree View has no sections checked.

New Proposal/Schedule/Summary

Select New from the DocDesigner icon on the toolbar for any of the following forms: Schedules Proposals, Document Library - Schedule/Proposal/Summary Documents, Merge Field Editor. Word 2007 opens to the AMS360 tab, Document Properties task pane.

Document Properties shows you specific information about the document, such as the name of the document, the author and merge template associated with the document.

*Required Fields.

Field/Options	What is this?
*Type	Choose the type of document you are creating. The choices are: Proposal Schedule Summary
Active	Indicates whether the document is active or inactive. The default is active. Uncheck the box to make inactive.
Category	Choose a category from the list.
* Document Name	Enter a descriptive name for the document.
Author	Your AMS360 User Name defaults, but it can be changed.
*Merge Template	Select the template which contains the merge fields you want to use in creating the schedule, proposal or summary main document.
Description	Use to enter additional identifying information about the schedule, proposal or summary main document.(Up to 255 characters).
Build Entire Document	This check box is only available when creating or recreating a new document. Otherwise, it is hidden.
Create	Initiates the document in Word with the Tree View.

Your proposal document is displayed in Word. The Tree View displays the data included in the Merge Field Template and Document Type you chose.

As a section or field is highlighted in the Tree View, the cursor in the Word Document highlights the field in the actual document. The AMS360 Add-in tracks the placement of fields in the actual word document. This provides an easy way to navigate through the document.

Select a section in the Tree View, for example, Drivers. Select the "Driver Number" node in the tree. The Word document highlights the Driver Number "field" in the table.

The Tree View allows you to add or remove sections of data or individual fields in or out of the document. using the left or right arrow buttons .The document immediately reflects the results.

To quickly start your document from scratch, click the Clear All button to clear all selections. An AMS360 DocDesigner message appears asking if you are sure you want to clear the whole document. Click Yes to continue.

One Merge Template can be used to create multiple types of documents

Edit/Copy Proposal/Schedule/Summary

Select Edit/Copy from the DocDesigner icon on the toolbar for any of the following forms: Schedules Proposals, Document Library - Schedule/Proposal/Summary Documents, Merge Field Editor. Select Edit/Copy to choose a Schedule, Proposal, or Summary from the Document List. You can also choose Edit/Copy Document within the DocDesigner Add-In.

The Document List opens. The documents listed are those Proposals/Schedules/Summaries which have been created and saved in the Document Library and/or DocDesigner.

Document List Grid

Column Heading

Description

Type

Choose the type of main document you are copying or editing. The choices are as follows:

Proposal
Schedule
Summary

Category

Choose a category from the list.

You can also add categories to the list through Administration Center > List Setup > Document Categories or by clicking the Add New Category link.

Name

The file name of the document and the name that appears in the Document Selection grid in Schedules/Proposals/Summaries.

Example Private Passenger Auto Summary

Description

Additional identifying information about the schedule, proposal, or summary main document.

Author

This is the name of the person who created the main document.

Saved

This is the date the document was last saved. You can select from the list or type your own date next to the = sign at the top of the column.

Active

indicates all Active (checked) and Inactive (unchecked) documents are displaying.

indicates only Active (checked) are displaying.

indicates only Inactive (unchecked) are displaying.

Permanent

An "X" in this column indicates the document is permanent and cannot be deleted.

Grid Functionality

Grid Function

Description

Change the order of columns in grid

Move the columns by dragging and dropping them in the order you want.

When you exit, the order is not retained.

Filter/Sort

A filter icon with a line through it lets you clear the filter on that column. The filter with a line through it BEFORE the "Type" column removes all filters from every column.
Click on a column name to filter alphabetically. Click again, the column reverses the sort.
Each column can be filtered. If you type next to the "A", the grid sorts by the letter typed.
Default filters are alphabetic, indicated with an "A" (Starts With), except for the "Saved" and "Active" columns which sort by "=" (Equals).

Stick Pin

Allows you to "pin" the column as the first column. Once pinned, you can "un-pin" the column.

Button Functionality

Button	Description
Edit	Use to make changes to the selected document. The document opens in Microsoft Word. You can add, remove, move up or move down sections. See AMS360 Tab information in this topic.
Copy	Use to copy an existing Schedule, Proposal, or Summary in the grid. Once the copy is complete, you can make changes specific to this Schedule, Proposal, or Summary.
Delete	Use to delete the selected document from the Document List. This also removes the document from the Document Library.
Cancel	Use to cancel and close the Document List.

Troubleshooting

Unsupported Tables

The information discussed below is only applicable to agencies who have created user defined (customized) documents using a permanent template (XMT).

When choosing to copy or edit a document in DocDesigner, AMS360 checks for differences in the template (XMT). If the document you are editing contains tables or fields not supported by the merge template, then you see the following message:

The document you are editing contains tables that are not supported by the merge template you have selected. These tables will not merge with data and should be removed or added to the merge template.

The unsupported tables are highlighted and listed at the end of the Available Sections tree.

The document opens in Word with the Tree View Task Pane on the left. At the bottom of the Tree View Task Pane, the Unsupported Tables are listed and marked in red.

When you click on one of these, the bookmark in the word document is highlighted. Click the left arrow to remove it from the document and the Tree View Task Pane. If you need this information merged into your document, find it in the Tree View Task Pane (in the appropriate order) permanent list, and add it to the document using the right arrow.