Templates

In this topic we continue our discussion of the Coverage command located on the Tables Menu.

Templates can be used to create a number of forms, documents, cover sheets, etc., in an effortless and fast method. Templates store features like styles, specific fonts, logos, addresses, layout design, etc. Templates are added to the system using the AIM Document Manager. Once they have been added, you can associate them with the coverage in DMU to provide a structured appearance to the final document output from AIM.

  1. In the Document Templates pane, select the default document template that will be used for each of the documents listed.
    For example, when a submission is created, the Submission Cover Letter template will be applied to the document. The unlabeled box next to each item will be filled automatically based on the template that you select. The selected template will be used for the submit to market function when the coverage is assigned during the submission entry.
    1. Submission
    2. Submission Fax
    3. Acknowledgement
    4. Renewal Notice (Ltr)
    5. Renewal Notice (Fax)
  2. Click Restore Defaults to reset the assigned default document templates to the system-assigned default documents.

The Quote and Binder documents are assigned on theDefaults tab of the Product table. The document templates are selected by default and only need to be changed when a new product is created.

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