Document standardisations

Written By Jessica Moore (Super Administrator)

Updated at April 1st, 2026

✔️ Use CSS at the top of your document to style your document 
This is as opposed to styling each individual HTML table.

✔️Come out of source to save
Not doing this can sometimes result in headers or footers being duplicated

✔️ Use CSS to style your endorsements
Only basic HTML can be used in the endorsement editor

✔️ Build your text in HTML tables
 This keeps your source tidy and easy to read and edit when changes are needed in the future

✔️Build your documents under specific schemes and insurers
This is important when it comes to building your document generation rules - these conditions must match where your documents were built

✔️ Use as few documents as possible e.g.
When a New Business Quotation document and MTA Quotation document look the same apart from a few rows. Create one document that outputs dynamic data based on the record type.