Difference between revisions of "Generating new Case Documentation"

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SchemeServe has at it's heart a powerful dynamic document system. Documents are generated from customer-defined templates which allow incredibly complex documents to be generated containing dynamic policy fields which will insert data that has been input or calculated from the Get Quote process.
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== Generating new Case Documentation in SchemeServe ==
  
To create a new document for a Case, go to the Documents tab and choose a document type from the drop down list.
 
  
Clicking on a document displays it for review.  
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SchemeServe has a powerful documentation management system. Customers can define their own templates which can allow for very complex forms to be generated. These forms may contain dynamic policy fields that can insert data, based on inputs or calculated during the Get Quote Process.
  
Take care to ensure that any required editable sections have been filled in.
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You must be logged into ScreenServe to create a New Document.
  
Once you're happy with the document, press Save. If you don't want the document after-all, press Cancel.
 
  
Once saved, the document will exist on the Documents tab.
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== Creating a New Document ==
  
These documents can be shown to or hidden from the Agent by selecting either the cross or tick icons next to the document.
 
  
If you want to notify an Agent that documents are ready for collection just tick the Envelope Icon and then select the e mail address where you want a notification letter to be sent.
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#Click on the '''Cases Tab'''
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#[[Searching for existing Cases|Navigate to the Case]] you want to add a document to
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#Click on the''' View Button'''
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#Click on the '''Documents Tab'''
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#Click on the '''Add New Document Button'''
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#Click on a '''Document Type''' from the drop down list
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#Edit the Document – make sure you have filled in all the editable sections
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#Click the '''Save Changes Button''' to create the document or click the Cancel Link to exit the document without creating it
  
If you want to delete the document you have created then click on the Bin Icon.
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== Sharing and Hiding the Document ==
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#The new document can now be found by clicking the '''Documents Tab''' on the case.
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#If you want to share the document with an Agent change the '''Red Cross Icon''' to a '''Green Tick Icon''', if you want to hide the document from an agent click the '''Green Tick Icon''' to change it to a '''Red Cross Icon'''.
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== Notifying an Agent that Documents are Ready for Collection ==
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#To notify an agent that the documents are ready for collection click the '''Envelope Icon''' and select an e-mail address for where the notification letter should be sent.
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== Deleting the Document ==
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#To delete the Document click on the '''Rubbish Bin/Trash Can Icon''' by the Document.
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#Click on '''OK''' in the warning box to confirm deletion.
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== Video Tutorial ==
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<html>
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<iframe width="640" height="360" src="https://www.youtube.com/embed/3upbm5hBfqI" frameborder="0" allowfullscreen></iframe>
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</html>
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== See Also ==
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[[Creating a Case]]
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[[Getting a Quote]]
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[[Searching for existing Cases]]
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[[Jumping straight to a specific Case]]
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[[Case Statuses]]
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[[Renewing Cases]]
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[[Adjusting Cases]]
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[[Cancelling Cases]]
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[[About Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement]]
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[[Uploading existing Case Documentation/Files]] 
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[[Making Notes]]
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[[Switching Agent for an existing Case]]
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[[Permanently Deleting a Renewal/Adjustment/New Premium]]

Latest revision as of 07:39, 1 February 2017

Generating new Case Documentation in SchemeServe

SchemeServe has a powerful documentation management system. Customers can define their own templates which can allow for very complex forms to be generated. These forms may contain dynamic policy fields that can insert data, based on inputs or calculated during the Get Quote Process.

You must be logged into ScreenServe to create a New Document.


Creating a New Document

  1. Click on the Cases Tab
  2. Navigate to the Case you want to add a document to
  3. Click on the View Button
  4. Click on the Documents Tab
  5. Click on the Add New Document Button
  6. Click on a Document Type from the drop down list
  7. Edit the Document – make sure you have filled in all the editable sections
  8. Click the Save Changes Button to create the document or click the Cancel Link to exit the document without creating it


Sharing and Hiding the Document

  1. The new document can now be found by clicking the Documents Tab on the case.
  2. If you want to share the document with an Agent change the Red Cross Icon to a Green Tick Icon, if you want to hide the document from an agent click the Green Tick Icon to change it to a Red Cross Icon.


Notifying an Agent that Documents are Ready for Collection

  1. To notify an agent that the documents are ready for collection click the Envelope Icon and select an e-mail address for where the notification letter should be sent.


Deleting the Document

  1. To delete the Document click on the Rubbish Bin/Trash Can Icon by the Document.
  2. Click on OK in the warning box to confirm deletion.


Video Tutorial


See Also

Creating a Case

Getting a Quote

Searching for existing Cases

Jumping straight to a specific Case

Case Statuses

Renewing Cases

Adjusting Cases

Cancelling Cases

About Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement

Uploading existing Case Documentation/Files

Making Notes

Switching Agent for an existing Case

Permanently Deleting a Renewal/Adjustment/New Premium