Generating new Case Documentation

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Revision as of 09:01, 29 April 2010 by (talk) (Colin - text changes)
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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 with the minimum of fuss.

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.

Take care to ensure that any required editable sections have been filled in.

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 Policy Documents tab