Document Setup

Create formletter and proposal documents (templates) using the Document Setup utility. You can also group several proposal documents into proposal setups to be sent to clients.

After the formletter and proposal templates are created in Document Setup, they can be accessed and merged with client data via the Add a Formletter and Add a Proposal workflows.

At Home Base, click Utilities.
On the Utility Manager screen, open the General folder in the treeview.
Open the Document Maintenance folder and select Document Setup.
Click the arrow .
In the Document Type frame, determine which type of documents you would like to display in the list.
- Customer, Prospect, Producer, Company, Broker, Lienholder, Finance Company, Employee, or Vendor- View formletters for a certain entity type. See Create a New Formletter and Edit a Formletter for more information.
- Proposal- See Create a New Proposal for more information.
- Dunning Letters- See Editing Dunning Letters in Document Setup for more information.
Make the appropriate selection in the Options frame.
- If you selected any type of formletter, select Documents to list individual formletters, or Folders to list formletter folders. See Formletter Folders for more information.
- If you selected Proposal, select Documents to list individual proposal documents, or Setups to list proposal setups. See Create a Proposal Setup and Revise Proposal Setup for more information.
- If you selected Dunning Letters, Documents is the only available option.
Use the radio buttons at the top of the screen to determine whether you would like to view All documents, only documents created in Word, or only documents created in Editor.
The following buttons are available on the screen:

Preview: Select a document and click Preview to view it in Microsoft Word Viewer.
New: Create a new document/folder/setup
Revise: Revise a document/folder/setup.
Delete: Remove selected document/folder/setup.
Print List: Print list of documents/folders/setups.
Cancel: Return to Utility Manager.