Summary/Proposal Document Configuration

This function allows you to create cover pages and documents for your organization's proposals and summaries of insurance. You can define one template for each application type as a "default" cover page or document for each type of application.

Note: Depending on whether it is enabled in System Settings, you may have the option to apply the document headers/footers from the first template in a proposal/summary of insurance to all other documents included in the proposal/summary. If you are designing a proposal with several header/footer variations, you must set up the appropriate header/footer on every template. If you are designing a template whose headers/footers will carry over into other documents, keep the following in mind:

• Watermarks are stored in a document’s header/footer data; therefore, carrying over the header/footer into other documents also carries over the watermark.
• Data variables included in the header/footer will not update for each individual template; the data pulled in for the first template will be used for all documents. For this reason, variables that pull data from the line of business level should not be used in the header/footer if you plan to apply it to all documents in a proposal/summary.

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:

1. • 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 Summary/Proposal Templates on the navigation panel.

4. Click on Summary of Insurance/Proposals in the view filter and select Summary of Insurance Cover Pages/Proposal Documents.
   
   To sort the list, click the heading of the column by which you want to sort.

Summary of Insurance Cover Page

• Add a Summary of Insurance Cover Page
  1. Do one of the following:
     • Click the Add button to the left of the list.
     • Click New > Summary/Proposal Template on the options bar.
     • Click File > New > Summary/Proposal Template on the menubar.
     • Press [Insert] on your keyboard.
  2. The fields on the right are enabled. Deselect the Proposal document checkbox.
  3. Select the Summary of Insurance cover page checkbox.
  4. If this should be the default cover page for the selected application detail, select the Set as default Summary of Insurance cover page checkbox.

  5. On the Title tab, the active language displays in the Language dropdown menu and is based on your Primary Language in Regional Settings Configuration.

  6. Enter a Title for the cover page.

  • If you have more than one language available, the Title you enter populates for every language.

  • To change the Title that will display in a different language, select the Language from the list or the dropdown menu and enter a Title.

  • The Update matching descriptions in other languages option defaults as selected or deselected based on your previous selection for it. The option cannot be changed during this workflow.

  7. Click on the Languages tab.

  8. If the same version of the template will be used for all contact languages currently activated in your system, leave the Use same template for all languages checkbox selected.
  9. If you want to create multiple versions of the template to be generated based on each contact's preferred language, deselect the checkbox and do the following:
     • Click the Add button to the left of the Language list. The Available Languages screen displays, showing all languages that currently have an Active status in Contact Language Configuration.
       
       Note: Your system's default language is added automatically and does not display in the Available Languages list.
     • Select each language in which you want to create the template. If you leave a language deselected, the template will not create a document for contacts with that primary language when documents are generated automatically (e.g., by a marketing report or an activity follow-up action). Click Finish.
       
       Note that selecting a language for a template has no impact on the content of the document or the language settings of the Microsoft Word file. The body of the template must be created and translated manually.
     • To edit the template in Microsoft Word, select the language and click the Edit button .
     • • You are prompted, "Do you wish to create the template now?" Click Yes if you want to design the template immediately.
       • Type the body of the cover page. See Applied Epic/Word Integration for instructions on inserting Applied Epic data variables into your document.
       • When the template is finished, click the X in the upper right corner, or click the Add-Ins tab and select Applied > Save & Exit.
     • If two of the selected languages are similar—for example, English (United States) and English (Canada)—and only minor differences will exist between the two versions, create the document in one language and use the Copy a Summary/Proposal Template action to copy it to the other (see instructions below). Make sure to select the Copy to new language option.
     • To remove a language from the list, select it and click the Delete button .

  Note: See Proposal Groups Configuration for instructions on adding/removing proposals to/from groups.

• Copy a Summary of Insurance Cover Page
  1. Click to highlight the cover page.
  2. Do one of the following:
     • Click Actions > Copy Template on the options bar.
     • Click Actions > Copy Template on the menubar.
  3. Select the appropriate option on the Copy Template screen:
     • Copy to a new template
       1. If the template exists in multiple languages, select the Source language you want to copy. To copy all languages to the new template, leave the default selection of All.
       2. Enter a new title for the template in the Target Title field.
       3. If you made a selection other than All in the Source language dropdown menu, select the Target language.
     • Copy to existing template
       1. If the template exists in multiple languages, select the Source language you want to copy.
       2. Select the template to which you are copying from the Target title dropdown menu.
       3. Select the Target language.
  4. In the popup window that displays, enter the new cover page title in the Copy to field.
  5. Click Finish or press [Enter] to complete the workflow.
     
     Click Cancel or press [Esc] to exit the workflow without copying the summary template. You are prompted, "Do you wish to discard changes?" Click Yes.
  6. To edit the copy, do one of the following with the new item still highlighted in the list:
     • Click Actions > Edit Template on the options bar.
     • Click Actions > Edit Template on the menubar.
  7. Select the Language you want to edit and click Finish.
  8. Make any necessary changes to the template. For instructions on integrating Applied Epic data in your document, see Applied Epic/Word Integration.
  9. When you are finished, click the X in the upper right corner, or click the Add-Ins tab and select Applied > Save & Exit.
• Edit Summary of Insurance Cover Page Detail
  1. Click the cover page and then do one of the following:
     • Click the Edit button to the left of the list.
     • Double click the template.
     • Press [Enter].
  2. Make changes to the fields to the right as necessary.
  3. 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.
  4. You are prompted, “Do you wish to edit the template now?” To edit the template in Microsoft Word, click Yes.
  5. Select a Language from the dropdown menu in the pop-up window and click Finish.
  6. Make any necessary changes to the template. For instructions on integrating Applied Epic data in your document, see Applied Epic/Word Integration.
  7. When you are finished, click the X in the upper right corner, or click the Add-Ins tab and select Applied > Save & Exit.
• Edit a Summary of Insurance Cover Page
  1. Click the cover page and then do one of the following:
     
     • Click Actions > Edit Template on the options bar.
     • Click Actions > Edit Template on the menubar.
  2. Select a Language from the dropdown menu in the pop-up window and click Finish.
  3. Make any necessary changes to the template. For instructions on integrating Applied Epic data in your document, see Applied Epic/Word Integration.
  4. When you are finished, click the X in the upper right corner, or click the Add-Ins tab and select Applied > Save & Exit.
• Delete a Summary of Insurance Cover Page
  1. Click the cover page and then do one of the following:
     • Click the Delete button to the left of the list.
     • Click File > Delete on the menubar.
     • Press [Delete] on your keyboard.
  2. You are prompted, "Do you wish to delete this record?" Click Yes.
• Print a List of Summary of Insurance Cover Pages
  1. To print a list of summary/proposal cover pages and documents, 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 window displays. Print this list as you would any other document.

Proposal Template

• Add a Proposal Document
  1. Do one of the following:
     • Click the Add button to the left of the list.
     • Click New > Summary/Proposal Template on the options bar.
     • Click File > New > Summary/Proposal Template on the menubar.
     • Press [Insert] on your keyboard.
  2. Leave the Proposal document checkbox selected.
     
     Note: See Proposal Groups Configuration for instructions on adding/removing proposals to/from groups.
  3. Deselect the Summary of Insurance cover page checkbox.
  4. On the Title tab, the active language displays in the Language dropdown menu and is based on your Primary Language in Regional Settings Configuration.

  5. Enter a Title for the proposal document.

  • If you have more than one language available, the Title you enter populates for every language.

  • To change the Title that will display in a different language, select the Language from the list or the dropdown menu and enter a Title.

  • The Update matching descriptions in other languages option defaults as selected or deselected based on your previous selection for it. The option cannot be changed during this workflow.

  6. Click on the Languages tab.
  7. If the same version of the template will be used for all contact languages currently activated in your system, leave the Use same template for all languages checkbox selected.
  8. If you want to create multiple versions of the template to be generated based on each contact's preferred language, deselect this checkbox and do the following:
     1. Click the Add button to the left of the Language list. The Available Languages screen displays, showing all languages that currently have an Active status in Contact Language Configuration.
        Note: Your system's default language is added automatically and does not display in the Available Languages list.
     2. Select each language in which you want to create the template. If you leave a language deselected, the template will not create a document for contacts with that primary language when documents are generated automatically (e.g., by a marketing report or an activity follow-up action). Click Finish.
        
        Note: Selecting a language for a template has no impact on the content of the document or the language settings of the Microsoft Word file. The body of the template must be created and translated manually.
     3. To edit the template in Microsoft Word, select the appropriate language and click the Edit button .
        1. You are prompted, "Do you wish to create the template now?" Click Yes if you want to design the template immediately.
        2. Type the body of the cover page. See Applied Epic/Word Integration for instructions on inserting Applied Epic data variables into your document.
        3. When the template is finished, click the X in the upper right corner, or click the Add-Ins tab and select Applied > Save & Exit.
     4. If two of the selected languages are similar—for example, English (United States) and English (Canada)—and only minor differences will exist between the two versions, create the document in one language and use the Copy a Summary/Proposal Template action to copy it to the other (see instructions below). Make sure to select the Copy to new language option.
     5. To remove a language from the list, highlight it and click the Delete button .
  9. Click Finish or press [Enter] to complete the record.
     
     Click Add to add this record and create another one.
     
     Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.
  10. To create the document, do one of the following with the new entry still highlighted in the list:
      
      • Click Actions > Edit Template on the options bar.
      • Click Actions > Edit Template on the menubar.
  11. Type the body of the template. For instructions on how to integrate Applied Epic data in your document, see Applied Epic/Word Integration.
  12. When you are finished, click the X in the upper right corner, or click the Add-Ins tab and select Applied > Save & Exit.
• Copy a Proposal Document
  1. Click to highlight the document you want to copy.
  2. Do one of the following:
     • Click Actions > Copy Template on the options bar.
     • Click Actions > Copy Template on the menubar.
  3. Select the appropriate option on the Copy Template screen:
     • Copy to a new template
       1. If the template exists in multiple languages, select the Source language you want to copy. To copy all languages to the new template, leave the default selection of All.
       2. Enter a new title for the template in the Target Title field.
       3. If you made a selection other than All in the Source language dropdown menu, select the Target language.
     • Copy to existing template
       1. If the template exists in multiple languages, select the Source language you want to copy.
       2. Select the template to which you are copying from the Target title dropdown menu.
       3. Select the desired Target language.
     • Copy to new language
       1. Select the Source language you wish to copy.
       2. The Target title cannot be changed, as you are creating an additional version of an existing template, and so the two must share a title.
       3. Select the Target language to which you are copying.
  4. Click Finish or press [Enter] to complete the workflow.
     
     Click Cancel or press [Esc] to exit the workflow without copying the summary template. You are prompted, "Do you wish to discard changes?" Click Yes.
  5. To edit the copy, do one of the following with the new item still highlighted in the list:
     • Click Actions > Edit Template on the options bar.
     • Click Actions > Edit Template on the menubar.
  6. Make any necessary changes to the template. For instructions on how to integrate Applied Epic data in your document, see Applied Epic/Word Integration.
  7. When you are finished, click the X in the upper right corner, or click the Add-Ins tab and select Applied > Save & Exit.
• Edit a Proposal Document
  1. Click the document to be revised and do one of the following:
     • Click Actions > Edit Template on the options bar.
     • Click Actions > Edit Template on the menubar.
  2. You are prompted, “Do you wish to edit the template now?” To edit the template in Microsoft Word, click Yes.
  3. Select a Language from the dropdown menu in the pop-up window and click Finish.
  4. Make any necessary changes to the template. For instructions on how to integrate Applied Epic data in your document, see Applied Epic/Word Integration.
  5. When you are finished, click the X in the upper right corner, or click the Add-Ins tab and select Applied > Save & Exit.
• Edit Proposal Document Detail
  1. Click the document and then do one of the following:
     • Click the Edit button to the left of the list.
     • Double click the summary/proposal template.
     • Press [Enter].
  2. You are prompted, “Do you wish to edit the template now?” To edit the template in Microsoft Word, click Yes.
  3. Select a Language from the dropdown menu in the pop-up window and click Finish.
  4. Make any necessary changes to the template. For instructions on how to integrate Applied Epic data in your document, see Applied Epic/Word Integration.
  5. When you are finished, click the X in the upper right corner, or click the Add-Ins tab and select Applied > Save & Exit.
• Delete a Proposal Document
  1. Click the document to be deleted, and then do one of the following:
     • Click the Delete button to the left of the list.
     • Click File > Delete on the menubar.
     • Press [Delete] on your keyboard.
  2. You are prompted, "Do you wish to delete this record?" Click Yes.
• Print a List of Proposal Documents
  1. To print a list of summary/proposal cover pages/documents, 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 window displays. Print this list as you would any other document.