Subcategories

• ⭐ How to build a scheme

  Building a scheme from scratch   Keep this article open throughout your build to avoid missing any steps. Each step...

  August 20th, 2024 676 views 0 likes
• Scheme Settings

  Navigate to 'Admin' and jump into 'Schemes'. A lot of the settings come pre-set which means you don´t have to...

  March 14th, 2024 478 views 0 likes
• Question Set

  The easiest way to learn how to build a question set is to watch our demo below on the question...

  March 14th, 2024 282 views 0 likes
• Rating File

      Your rating file is where all your calculations live and will use answers from your question set to...

  March 14th, 2024 432 views 0 likes
• Rules & Referrals

  SchemeServe has a very simple tool that allows you to create both simple and complex rules,  What are rules? Rules...

  March 14th, 2024 285 views 0 likes
• Documents

  The document editor This tool enables the use of HTML & CSS to dynamically generate a document containing each policy's...

  March 14th, 2024 218 views 0 likes
• Endorsements

  Creating new Endorsements Navigate to Admin - Endorsements Go to conditions and select ' Add New '   Add your...

  March 14th, 2024 155 views 0 likes
• Reports

  There are 2 areas within the reports screen: Graphical Charts & List of Reports. You´ll find reports along the top...

  March 14th, 2024 248 views 0 likes
• MultiPage vs SinglePage

  What is a MultiPage Setup? A MultiPage (MP) setup in SchemeServe is used when a single policy covers multiple entities,...

  February 6th, 2025 190 views 0 likes
• Index Linking Guide

  Index Linking Follow the steps below to add Index Linking into your MultiPage scheme. If your scheme isn´t MultiPage then...

  September 30th, 2025 84 views 0 likes
• Lookup Files

  Lookup files can be added within the Admin tab. These can be used to store answers for dropdowns from your...

  November 6th, 2025 62 views 0 likes
• Email templates

  What are the options when it comes to sending emails? Option 1: Head to admin and into Email Templates. From...

  January 8th, 2026 4 views 0 likes
• MTAs & Renewals

  How do I accommodate for MTAs and RNLs in my scheme? Work your way through each part of the scheme...

  January 8th, 2026 9 views 0 likes
• System IDs

  In SchemeServe, a System ID is the unique internal identifier assigned to data point so it can be tracked and...

  January 15th, 2026 9 views 0 likes
• Versioning

  Versioning can be implemented across different parts of your scheme to allow for different versions of rates, documents etc to...

  January 15th, 2026 6 views 0 likes
• Timelines

  When building your scheme, its good practice to spend ample time preparing before you start building. Having a well prepared...

  January 15th, 2026 8 views 0 likes