Document View Configuration

Document View allows you to access the data kept in spreadsheets that are associated with policies in Applied Epic without having to leave the program. For example, without exiting Applied Epic, you can view an employee census for a major medical policy or see a large jewelry schedule or equipment schedule that you can attach to a policy.

The data that is on the policy becomes available as merge variables for Summary/Proposal Templates. For example, if, in lieu of commission on a major medical policy, the agency is allowed to market to all employees on a census, you can pull the information from the census and use it to create proposal documents that can be used to market directly to the people listed on the census.

Document View Configuration allows you to associate a Document View to a line of business and to a specific worksheet, mapping the various worksheets and columns that will be associated with a document view.

1. From the Home screen, do one of the following:
   
   
   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

2. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Policy on the navigation panel or Areas > Policy on the menubar.

3. Click Document View on the navigation panel.

4. You can do the following from here:
    

   • Add a Document View

     1. Do one of the following:
        • Click the Add button to the left of the list.
        • Click New > Document View on the options bar.
        • Click File > New > Document View on the menubar.
        • Press [Insert] on your keyboard.
     2. Enter a Name for the Document View.
     3. Click the Add button to the left of the Application Detail list.
        1. Select the Applies to all application details if applicable. If you select this checkbox, skip to step v.
        2. Select the type of business to which the view applies.
        3. Specify the correct Application detail.
        4. Select the checkbox for each Policy/Line Type to which the view will apply, or click Select All to apply it to all policy and line types.
        5. Click Add to add another item.
           
           Click Finish when you are finished.
           
           Click Cancel to close the window without saving your changes.
     4. To remove an item from the Application Detail list, click to highlight it and then click Delete or press [Delete] on your keyboard. You are prompted: "Do you wish to delete this record?" click Yes.
        
        To print the Application Detail list, click Print to the right of the list.
     5. To add a worksheet to this document view, click the Add button to the left of the Worksheets list.
        1. In the Edit Worksheet Name window, type the correct Worksheet Name in the field provided.
        2. Select the Secure worksheet checkbox if employees must have security rights in order to access this worksheet.
        3. Click Add to add another worksheet.
           
           Click Finish when you are finished.
           
           Click Cancel to close the window without saving your changes.
     6. To change the order in which the worksheets display, click on the worksheet you wish to move, and then click the up arrow or down arrow to the left of the list to move the item to the desired place in the list.
        
        To edit the name of a worksheet, click on the correct worksheet in the list and click the Edit button or press [Enter]. Make the necessary changes to the pop-up window that displays and then click Finish.
        
        To remove a worksheet from the list of worksheets to associate with this document view, click on the correct worksheet in the list and click the Delete button.
     7. Next add the name of each column for the selected worksheet. Click the Add button to the left of the Columns list.
        1. Enter the first Column name.
        2. Select the Secure column checkbox if employees must have security rights in order to access data in this column.
        3. Click Add to add another column.
           
           Click Finish when you are finished.
           
           Click Cancel to close the window without saving your changes.
     8. To change the order in which the columns display, click on the column you wish to move, and then click the up arrow or down arrow to the left of the list to move the item to the desired place in the list.
        
        To edit the name of a column, click on the correct column in the list and click the Edit button or press [Enter]. Make the necessary changes to the pop-up window that displays and then click Finish.
        
        To remove a column from the list, click on the correct column in the list and click the Delete button.
     9. Click Finish or press [Enter] to complete the record.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.

   • Edit a Document View

     1. To add an application detail, do one of the following:
        • Click the Add button to the left of the list.
        • Click New > Document View on the options bar.
        • Click File > New > Document View on the menubar.
        • Press [Insert] on your keyboard.
     2. Revise the Name of the Document View if necessary.
     3. Click the Add button to the left of the Application Detail list.

     2. 1. Select the Applies to all application details if applicable. If you select this checkbox, skip to step v.
        2. Select the type of business to which the view applies.
        3. Specify the correct Application detail.
        4. Select the checkbox for each Policy/Line Type to which the view will apply, or click Select All to apply it to all policy and line types.
        5. Click Add to add another item.
           
           Click Finish when you are finished.
           
           Click Cancel to close the window without saving your changes.

     4. To remove an item from the Application Detail list, click to highlight it and then click Delete or press [Delete] on your keyboard. You are prompted: "Do you wish to delete this record?" click Yes.
        
        To print the Application Detail list, click Print to the right of the list.
     5. To add a worksheet to this document view, click the Add button to the left of the Worksheets list.
        1. In the Edit Worksheet Name window, type the correct Worksheet Name in the field provided.
        2. Select the Secure worksheet checkbox if employees must have security rights in order to access this worksheet.
        3. Click Add to add another worksheet.
           
           Click Finish when you are finished.
           
           Click Cancel to close the window without saving your changes.
     6. To change the order in which the worksheets display, click on the worksheet you wish to move, and then click the up arrow or down arrow to the left of the list to move the item to the desired place in the list.
        
        To edit the name of a worksheet, click on the correct worksheet in the list and click the Edit button or press [Enter]. Make the necessary changes to the pop-up window that displays and then click Finish.
        
        To remove a worksheet from the list of worksheets to associate with this document view, click on the correct worksheet in the list and click the Delete button.
     7. Next add the name of each column for the selected worksheet. Click the Add button to the left of the Columns list.
        1. Enter the first Column name.
        2. Select the Secure column checkbox if employees must have security rights in order to access data in this column.
        3. Click Add to add another column.
           
           Click Finish when you are finished.
           
           Click Cancel to close the window without saving your changes.
     8. To change the order in which the columns display, click on the column you wish to move, and then click the up arrow or down arrow to the left of the list to move the item to the desired place in the list.
        
        To edit the name of a column, click on the correct column in the list and click the Edit button or press [Enter]. Make the necessary changes to the pop-up window that displays and then click Finish.
        
        To remove a column from the list, click on the correct column in the list and click the Delete button.
     9. Click Finish or press [Enter] to complete the record.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.

   • Copy a Document View

     1. Click Actions > Copy Document View.
     2. In the Copy Document View pop-up window, enter the name of the new document view in the Copy to field.
     3. Click Finish.

   • Delete a Document View

     1. Locate and click the appropriate document view in the list. Click the column headings at the top to sort the list by Name, Installed?, or Status.
     2. Do one of the following:
        • Click the Delete button to the left of the adjustor list.
        • Click File > Delete on the menubar.
        • Press [Delete] on your keyboard.
     3. You are prompted: "Do you wish to delete this record?" Click Yes.

   • Inactivate/Reactivate a Document View

     1. Click to highlight the document view that you wish to inactivate or reactivate, and then do one of the following:
         

        • Click Actions > Inactivate/Reactivate on the options bar.
        • Click Actions > Inactivate/Reactivate on the menubar.

     Note: To include inactive items in the list, click the Include Inactive link label on the top right part of the screen.

     2. You are prompted to verify that you want to inactivate or reactivate the form. Click Yes.

   • Print a List of Document Views

     1. To print a list of the document views in Applied Epic, do one of the following:
        • Click the Print button to the left of the list.
        • Click Print > Listview on the options bar.
        • Click File > Print > Listview on the menubar.
     2. The Print screen displays. Print this list as you would any other document.

When you have finished adding the custom form, you must install the document view to add it to the system.