Summary/Proposal Template Configuration

This function allows you to create templates for your organization's summaries of insurance. You can define one template for each application type as a "default" template.

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 template whose headers/footers will carry over into other documents, keep the following in mind:

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

  1. From the Home screen, do one of the following:
     

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

  1. Click Policy on the navigation panel or Areas > Policy on the menubar.
  2. Click Summary/Proposal Templates on the navigation panel.
  3. Click on Summary of Insurance/Proposal in the view filter and select Summary of Insurance / Proposal Templates if it is not already the selected view.

To sort the list, click the heading of the column by which you want to sort.

 

You can do the following from here:

See Also