Import Custom Item

This feature allows you to enter custom forms and document templates in a non-production database for testing before pulling them into a live environment. It also lets you share custom forms among multiple locations running separate databases.

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

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 Procedures.
   • Click Home > Procedures on the menubar.

2. Click Import on the navigation panel or Areas > Import on the menubar.
3. Click Custom Items on the navigation panel.
4. Click the Add button .
5. Browse to the file that you want to import and click Open.
6. Click the Refresh link label on the header bar.
7. The status is Ready. Click Import to import the documents into the database.
8. The details and custom screens for the imported custom items have the same settings as in the database from which they were exported. The fields vary, depending on the item type and attachment template type (Standard or Master). For more information about attachment template types, see Attachment Template Configuration. 
   • Attachment Templates

     Click on a template in the list to view its detail. The available tabs vary, depending on the template type.

     • Title
       1. The Language defaults to your Primary Language in Regional Settings Configuration but can be changed if necessary.
       2. Optionally update the form Title.
          
          If the Update matching titles in other languages checkbox is selected, changing the title for the selected language will change the title for all other languages as well. Deselect this checkbox if you want to enter unique titles per language.
       3. If necessary, select another Language in the list and update the form’s Title in that language. Deselect the Update matching titles in other languages checkbox if you want to update the title in the selected language only.
       4. In the Import Options section, select the appropriate radio button:
       • Import as new attachment template
       • Import and replace existing attachment template

       If you opt to replace an existing template, click the lookup button to the right of the Template to replace field, select the checkbox beside the template you are replacing, and click Finish.

     • Applications/Supplemental

       Any associated applications and/or supplemental screens display on this tab.

       To map an application to a custom form, do the following:

       1. Select the application in the Application Associations list and click the Edit button to the left of the list.
       2. The Available Custom Forms pop-up window displays. Select the custom form and click Finish.

       To update a source screen/supplemental screen combination, do the following:

       1. Select the source screen in the Supplemental Screens list and click the Edit button to the left of the list.
       2. The Available Supplemental Screens pop-up window displays. Select the supplemental screen and click Finish.
     • Paragraphs

       This tab only displays if the selected document was created as a master template. It lists all paragraph templates used in the document.

       Optionally select the Apply header(s) and footer(s) from first paragraph to all others checkbox if you want to use the header and footer from the first paragraph template for the entire document.

       To substitute a paragraph in the selected template with a different one, do the following:

       1. Click to highlight the paragraph you want to change and click the Edit button .
       2. The Available Templates pop-up window displays, listing the paragraph templates associated with the selected master template’s Account type. Select the paragraph you want to include.
     • Attachment Settings
       1. Enter the Folder path (including subfolders, if applicable) where attachments created using this template will be stored by default. To browse to the folder path, click the lookup button , drill down to the desired folder, and click Finish.
          
          The Folder field is required for attachments designated Client accessible.
       2. In the Security section, optionally specify the Access level for documents created with this template.
       3. Optionally select an activity Code to associate with this template.
       4. Select a default Distribution method for the template.
       5. Choose a Letter type.
       6. Optionally select a Paper type.
       7. Make a selection in the Insert into email as dropdown menu to specify whether attachments created using this template will be attached to email messages, inserted into the text of email messages, or both.
       8. Select the Client accessible checkbox if your organization uses Applied CSR24 Self-Service Portal and you want to permit clients to see attachments created using this template. Optionally enter a number in the Client access expires after __ days field to limit the length of time the attachment is viewable. If the attachment’s availability should not expire, leave this field blank.
          
          These options are only available if the Client Access frame is enabled in System Settings.
     • Languages

       This tab lists all languages that have been added to the template. If Use same language for all versions is selected on the Title tab, only the default language displays here.

       To change the language that will be assigned to the template upon import (for example, to import an English [United States] template as English [Canadian]), do the following:

       1. Select the language and click the Edit button .
       2. The Change Language window displays. Select the language to be used for the imported file from the Target dropdown menu.
          
          Note: Applying a different language to a template does not affect the template's content or the language setting for the Microsoft Word document. You must make any updates to the template content manually.
          
          To exclude a language from the import, select the language and click the Delete button .
       3. Choose the appropriate radio button:
       • Import as new document template
       • Import and replace existing document template

       • If you opt to replace an existing document template, click the lookup button to the right of the Template to Replace field, select the checkbox beside the template that the selected file is to replace, and click Finish.

     • Associated Templates

       This read-only tab displays only if you are importing paragraph templates. It lists the master templates associated with the selected paragraph template.

     • Document View

       The Source Screen column lists each supplemental screen associated to this template. If a supplemental screen associated with the template was exported with it, the supplemental screen displays in the Destination Screen column.

       To select a screen for inclusion in a document view, click on the document view and then click the Edit button . In the Available Document View Screens pop-up window, select the desired screen and click Finish or press [Enter].

   • SOI/Proposal Templates

     Click on a template in the list to view its detail.

     • Title
       1. The Language defaults to your Primary Language in Regional Settings Configuration but can be changed if necessary.
       2. Optionally update the form Title.
       3. If the Update matching titles in other languages checkbox is selected, changing the title for the selected language will change the title for all other languages as well. Deselect this checkbox if you want to enter unique titles per language.
       4. If necessary, select another Language in the list and update the form’s Title in that language. Deselect the Update matching titles in other languages checkbox if you want to update the title in the selected language only.
       5. In the Import Options section, select the appropriate radio button:
       • Import as new attachment template
       • Import and replace existing attachment template
       • If you opt to replace an existing template, click the lookup button  to the right of the Template to replace field, select the checkbox beside the template you are replacing, and click Finish.
     • Template Details
       1. Select/deselect the following checkboxes if applicable:
       • Proposal template
       • Summary of Insurance template
       • Set as default Summary of Insurance template
       2. If the template is mapped to a custom form, it displays in the Mapped to Custom Form field. To select a different form, click the lookup button , browse to the form, and click OK.
     • Language

       This tab lists all languages that have been added to the template. If Use same language for all versions is selected on the Title tab, only the default language displays here.

       To change the language that will be assigned to the template upon import (for example, to import an English [United States] template as English [Canadian]), do the following:

       1. Select the language and click the Edit button .
       2. The Change Language window displays. Select the language to be used for the imported file from the Target dropdown menu.
          
          Note: Applying a different language to a template does not affect the template's content or the language setting for the Microsoft Word document. You must make any updates to the template content manually.

       To exclude a language from the import, select the language and click the Delete button .

     • Proposal Groups

       This tab displays only if the import includes proposals.

       1. To add a template to one or more proposal groups, select the template in the list in the left pane and click the Add button beside the Proposal Groups list.
       2. In the Available Proposal Groups pop-up window, select the checkbox for each proposal group to which to add the selected proposal.
          
          Note: Click the Select All link to add the proposal to all available proposal groups.
       3. Click Finish.
       4. To remove a proposal from a group, click to highlight the proposal in the list, click the group from which to remove it, and click the Delete button or press [Delete] on your keyboard.
     • Supplemental Screens

       Any associated applications and/or supplemental screens display on this tab.

       To map an application to a custom form, do the following:

       1. Select the application in the Application Associations list and click the Edit button to the left of the list.
       2. The Available Custom Forms pop-up window displays. Select the custom form and click Finish.

       To update the selected source screen’s supplemental screen association, click the Edit button to the left of the list. In the Available Supplemental Screens pop-up window, select the desired supplemental screen and click Finish.

     • Attachment Settings
       1. Enter the Folder path (including subfolders, if applicable) where attachments created using this template will be stored by default. To browse to the folder path, click the lookup button , drill down to the desired folder, and click Finish.
       2. In the Security section, optionally specify the Access level for documents created with this template.
       3. Optionally select an activity Code to associate with this template.
       4. Select a default Distribution method for the template.
       5. Choose a Letter type.
       6. Optionally select a Paper type.
       7. Make a selection in the Insert into email as dropdown menu to specify whether attachments created using this template will be attached to email messages, inserted into the text of email messages, or both.
       8. Select the Client accessible checkbox if your organization uses Applied CSR24 Self-Service and you want to permit clients to see attachments created using this template. Optionally enter a number in the Client access expires after __ days field to limit the length of time the attachment is viewable. If the attachment’s availability should not expire, leave this field blank.
          
          These options are only available if the Client Access frame is enabled in System Settings.
     • Document View

       The Source Screen column lists each supplemental screen associated to this template.

       If a supplemental screen associated with the template was exported with it, the supplemental screen displays in the Destination Screen column.

       To select a screen for inclusion in a document view, click on the document view and then click the Edit button . In the Available Document View Screens pop-up window, select the desired screen and click Finish or press [Enter].

   • SOI Cover Pages/Proposal Documents

     Click on a cover page/documents in the list to view its detail to the right.

     • Title
       1. The Language defaults to your Primary Language in Regional Settings Configuration but can be changed if necessary.
       2. Optionally update the form Title.
       3. If the Update matching titles in other languages checkbox is selected, changing the title for the selected language will change the title for all other languages as well. Deselect this checkbox if you want to enter unique titles per language.
       4. If necessary, select another Language in the list and update the form’s Title in that language. Deselect the Update matching titles in other languages checkbox if you want to update the title in the selected language only.
       5. In the Import Options section, select the appropriate radio button:
       • Import as new attachment template
       • Import and replace existing attachment template
       • If you opt to replace an existing template, click the lookup button  to the right of the Template to replace field, select the checkbox beside the template you are replacing, and click Finish.
     • Template Details
       1. Select/deselect the following checkboxes if applicable:
       • Proposal template
       • Summary of Insurance template
       • Set as default Summary of Insurance template
     • Language

       This tab lists all languages that have been added to the template. If Use same language for all versions is selected on the Title tab, only the default language displays here.

       To change the language that will be assigned to the template upon import (for example, to import an English [United States] template as English [Canadian]), do the following:

       1. Select the language and click the Edit button .
       2. The Change Language window displays. Select the language to be used for the imported file from the Target dropdown menu.
          
          Note: Applying a different language to a template does not affect the template's content or the language setting for the Microsoft Word document. You must make any updates to the template content manually.

       To exclude a language from the import, select the language and click the Delete button .

     • Proposal Groups

       This tab displays only if the import includes proposals.

       1. To add a template to proposal groups, click to highlight the proposal in the list.
       2. Click Add on the Proposal Groups tab.
       3. In the Available Proposal Groups pop-up window, select the checkbox for each proposal group to which to add the selected proposal.
          
          Note: Click the Select All link to add the proposal to all available proposal groups.
       4. Click Finish.
       5. To remove a proposal from a group, click to highlight the proposal in the list, click the group from which to remove it, and click the Delete button or press [Delete] on your keyboard.
   • Fax Cover Pages

     Click on a cover page to view its detail on the tabs on the right.

     • Title
       1. The Language defaults to your Primary Language in Regional Settings Configuration but can be changed if necessary.
       2. Optionally update the cover page Title.
       3. If the Update matching titles in other languages checkbox is selected, changing the title for the selected language will change the title for all other languages as well. Deselect this checkbox if you want to enter unique titles per language.
       4. If necessary, select another Language in the list and update the cover page’s Title in that language. Deselect the Update matching titles in other languages checkbox if you want to update the title in the selected language only.
       5. In the Import Options section, select the appropriate radio button:
       • Import as new attachment template
       • Import and replace existing attachment template
       • If you opt to replace an existing fax cover page, click the lookup button  to the right of the Cover Page to replace field, select the checkbox beside the cover page you are replacing, and click Finish.
         Optionally, select the Set as default fax cover page checkbox to set the selected cover page as the default selection throughout the system.
     • Language

       This tab lists all languages that have been added to the cover page. If Use same language for all versions is selected on the Title tab, only the default language displays here.

       To change the language that will be assigned to the cover page upon import (for example, to import an English [United States] template as English [Canadian]), do the following:

       1. Select the language and click the Edit button .
       2. The Change Language window displays. Select the language to be used for the imported file from the Target dropdown menu.
          
          Note: Applying a different language to a cover page does not affect the cover page's content or the language setting for the Microsoft Word document. You must make any updates to the cover page content manually.

       To exclude a language from the import, select the language and click the Delete button .

   • Custom Forms
     1. Click on a form in the list to view its detail on the right.
     2. Optionally change the form Name.
     3. Choose the appropriate radio button:
        
        • Import as new custom form
        • Import and replace existing custom form

     If you opt to replace an existing custom form, click the lookup button to the right of the Form to Update field, select the checkbox beside the form that the selected file is to replace, and click Finish.

     4. Select the checkboxes for the Common Screens you want to include in the import.
     5. The Custom Screens list is informational only and cannot be updated. See Custom Forms Configuration and Custom Forms Installation for instructions on creating and installing custom forms.
        
        The Additional Items frame displays any prefills associated to the selected custom form.
   • Supplemental Screens
     1. Click on a screen in the list to view its detail on the right.
     2. Optionally change the supplemental screen Name.
     3. Choose the appropriate radio button:
        • Import as new custom form
        • Import and replace existing custom form
        • If you opt to replace an existing custom form, click the lookup button to the right of the Form to Update field, select the checkbox beside the form that the selected file is to replace, and click Finish.
     4. To add an issuing company for the selected screen, click the Add button to the left of the Issuing Companies list.
     1. The Issuing Companies window displays, select the Supplemental screen applies to all companies checkbox if applicable.
     2. If you did not select the Supplemental screen applies to all companies checkbox in the previous step, select the checkbox for each issuing company to associate to the supplemental screen.
        
        Note: You can use the filter the list of issuing companies if necessary.

        Use the search bar above the list to specify the issuing companies that you want to see

         

        

        These are the choices in the first dropdown menu:

        • Code
        • Issuing Company

        The following choices are available in the second dropdown menu:

        • Equals: Enter the search criterion (e.g., the full description or folder name) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.
        • Contains: Enter at least one letter or number of the search criterion (e.g., part of the description or claim number) in the field to the right. Click Find.
     3. Click Add to add the selected companies and make additional selections.
        
        Click Finish to add the selected companies and close the Issuing Companies window.
        
        Click Cancel to close the window without adding issuing companies.

     To remove an issuing company for the supplemental screen, select the issuing company list and then click the Delete button .

     5. To add an application detail to the selected screen, click the Add button to the left of the Application Detail list.
     1. The Select Policy/Line Types pop-up window displays. Select the Type of business and Application detail from the dropdown menus and click Search.
     2. Select the checkbox for each applicable policy/line type, or click the Select All link label in the header to select all policy/line types for your Type of business and Application detail selections.
     3. Click Add to add the selected policy/line types and make additional selections (for example, if you want to search for a different Type of business or Application detail).
     4. Click Finish to add the selected policy/line types and close the Select Policy/Line Types window.
        
        Click Cancel to close the window without adding policy/line types.

     To remove an application detail from the supplemental screen, select it in the Application Detail list and click the Delete button .

     The Supplemental Screens list is informational only and cannot be updated.

   • Document View
     1. Click on a document view in the list to view its detail on the right.
     2. Optionally change the document view Name.
     3. Choose the appropriate radio button:
     • Import as new document view
     • Import and update existing document view

     If you opt to replace an existing document view, click the lookup button to the right of the Form to Update field, select the checkbox beside the document view you are replacing, and click Finish.

     4. To add an application detail to the selected document view, click the Add button to the left of the Application Detail list.
     1. The Select Policy/Line Types pop-up window displays. Select the Type of business and Application detail from the dropdown menus and click Search.
     2. Select the checkbox for each applicable policy/line type, or click the Select All link label in the header to select all policy/line types for your Type of business and Application detail selections.
     3. Click Add to add the selected policy/line types and make additional selections (for example, if you want to search for a different Type of business or Application detail).
        
        Click Finish to add the selected policy/line types and close the Select Policy/Line Types window.
        
        Click Cancel to close the window without adding policy/line types.

     To remove an application detail from the document view, select it in the Application Detail list and click the Delete button . You are prompted, “Do you wish to delete this record?” Click Yes.

     5. The Worksheets list displays any worksheets associated with the document view. Worksheets marked True in the Secure column require employees to have security rights to view them. Worksheets marked False are viewable by all employees regardless of security rights.
     6. The Columns list displays the columns for the selected worksheet. Columns with a Secure designation of True require employees to have security rights to access them.
9. Click Import again.
10. The status changes to Importing. Click Refresh.
11. The status changes to Imported.

You must install the Custom Form.

In order to use the form in the program, you must set it up in Policy Type Configuration.

See Custom Forms Configuration for instructions on editing custom forms.