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Workflow: Setting Up and Using DocDesigner

The AMS360 DocDesigner provides the ability to easily create and manage Schedules, Proposals, and Summaries to:

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

    ClosedInstalling Prerequisite AMS360 Add-In for Word 2007

DocDesigner requires a Microsoft Word 2007 Add-In.

  1. Go to Help > Help Center>AMS360 System Info>Installation Downloads>DocDesigner Prerequisites Installation > Download.

    or

  2. Selecting New or Edit/Copy from the DocDesigner icon on any of it's toolbar menus; Schedules Proposals, Document Library - Schedule/Proposal/Summary Documents, Merge Field Editor.

This launches a Microsoft Office CustomizationInstaller. Follow the instructions. Microsoft Word automatically opens upon completion.

    ClosedAccessing DocDesigner

Select New or Edit/Copy from the DocDesigner icon on any of it's toolbar menus; Schedules Proposals, Document Library - Schedule/Proposal/Summary Documents, Merge Field Editor.

   ClosedNew

Select New to create a new Schedule, Proposal or Summary. Opens Word to the AMS360 tab, Document Properties.

   ClosedEdit/Copy

Select Edit/Copy to choose a Schedule, Proposal, or Summary from the Document List.

Edit/copyopens Word to the Mailings tab by default. Select the AMS360 tab to access the DocDesigner tools.

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

    ClosedAMS360 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 LibraryYour 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 checkbox 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 displays when you select the Create button.

Fielld/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 AMS 360 DocDesigner Message displays:

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 AMS 360, the following message displays:

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.

    ClosedNew Proposal/Schedule/Summary

  1. Select New from the DocDesigner icon on any of it's toolbar menus; 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 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 checkbox is only available when creating or recreating a new document. Otherwise, it is hidden.

Create

Initiates the document in Word with the Tree View.

  1. Your proposal document is displayed in Word. The Tree View displays the data included in the Merge FieldTemplate 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 or the .The document immediately reflects the results.

To quickly start your document from scratch, click the Clear All  button to clear all selections. An AMS 360DocDesigner 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

    ClosedEdit/Copy Proposal/Schedule/Summary

Select Edit/Copy from the DocDesigner icon on any of it's toolbar menus; 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.

    ClosedDocument 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 Toolbox > System Administration > 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 allActive (checked) and Inactive (unchecked) documents are displaying.

indicates onlyActive (checked) are displaying.

indicates only Inactive (unchecked) are displaying.

Permanent

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

    ClosedGrid 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

Stick Pin

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

    ClosedButton 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 AMS360Tab 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.

    ClosedTroubleshooting

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 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   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  .


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