Documents

Written By Jessica Moore (Super Administrator)

Updated at August 22nd, 2024

Our document editor
This tool enables the use of HTML & CSS to dynamically generate a document containing each policy's data. This ensures that the content is customized and up-to-date for each individual policy instance upon generation.
The  document editor enables users to define data fields within the template, which are dynamically populated with relevant data drawn from each policy. This might include policyholder information, coverage details, premium calculations, and other critical data points specific to an individual policy.

   Learn the steps to build your documents here.

How to create new documents in nutshell:

  1. Log in to SchemeServe.
  2. Click on the ‘Admin’ tab
  3. Click on the ‘Documents’ tab.
  4. Click the ‘New Document’ button either by ‘All Insurers’ if the document is to apply to all insurers on the scheme. or by the individual insurer if it is only to apply to a single insurer.
  5. Give the document a name in the ‘Enter the name of the document’ field.
  6. Choose the type of document you wish to create by clicking the appropriate button.
  7. Use the Editor to create the document switching in and out of source mode to add your HTML, and add any dynamic fields as applicable.
  8. Click the ‘Save Changes’ button to save the document.

 

   Here are some useful links to help you with learning HTML and CSS: