Menu Selection

Function

Select

Available only on the right-click menu in the Available Fields pane. Use to move the selected section or merge field from the Available Fields pane to the Selected Fields pane.

Remove

Available only on the right-click menu in the Selected Fields pane. Use to delete the selected section or merge field from the Selected Fields pane.

Set Hint

Available only when creating a Form Letter merge field template. You must select a specific field in the Selected Fields pane for the menu item to be available.

Opens the Merge Field Hint data entry form where you can add a hint to the selected merge field. A hint can help the person creating the form letter identify the merge field correctly, so the appropriate data is merged into the document.

Example:

For a private passenger auto policy the merge field title may be deductible. You can set a hint that reads,"Select Comprehensive Deductible."

Replicate

Available only when creating a Form Letter merge field template. This right-click menu item is available when you select a merge field section from the Selected Fields pane with the Copy icon ().

Duplicates the selected group of information. If you have made any changes to the group, these changes are preserved in the copied version.

If you plan to merge a form letter for a policy with items such as locations or vehicles, you must add multiple vehicle or item merge sections to the template. AMS encourages you to add sections equal to the maximum number of items you might merge.

Example:

If a policy has two vehicles to merge into a form letter, then you must have at least two vehicle information sections in the merge field template. If you only have one section, the second vehicle will not merge.

If you have three vehicle sections and only two vehicles to merge, the two vehicles merge to the document and the extra section is ignored.

Rename

Available for both Form Letter and Schedule/Proposal/Summary templates. This right-click menu item is available when you select a merge field from the Selected Fields pane.

Use to change the name of a data field to distinguish it from other fields. If used for Schedules and Proposals this will be the actual name that displays on your final document.

Example:

The field name for the dependent's date of birth appears in the merge field template as DOB. You may want to rename thisDependent date of birthfor clarity.

Refine

Available only when creating a Form Letter merge field template. This right-click menu item is available when you select a field in the Selected Fields pane with the Refine/Filter icon ().

Opens the Refine Merge Field data entry form where you can select the element to include in the selected merge field. Selecting elements using this feature can streamline the process when merging a form letter by eliminating the Q & A portion of the merge.

Example:

Coverage is a merge field available in a template. By using the refine process you can specify the specific coverage to include in the merged document.

View Template

Available only on the right-click menu in the Selected Fields pane. Use to view the current template in XML code. This view may be requested by Vertafore Customer Care if you have questions or problems with the merge field template.

Insert Text

Available only on the right-click menu for Schedule/Proposal/Summary templates in the Selected Fields pane. Appears only when you select a node that has data fields.

Use this option to enter additional text that you want to appear before or after the selected node (section information) in your merged document. Limited formatting is available for the text by right-clicking the menu in the text editor.

Example:

Click here for an example of highlighted text before and after section information (node) in a schedule, proposal or summary.

If you change text or formatting in this area while editing a main document merge template, you must remove the associated template and re-add it to the document for your changes to appear.

Expand Node

Use to display the data fields for the selected node.

Expand All

Use to display all the data fields in the pane.

Collapse Node

Use to collapse (hide) the data fields for the selected node.

Collapse All

Use to collapse (hide) all the data fields in the pane and display only the highest level of node within the pane.