Wiki source code of Document Templates

Last modified by MasterApps Support on 2021/06/18 01:40
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1 If your company has their own commonly used document templates, **Injury Master** allows the addition of those documents to your account in order for any user to access. These **Document Templates** can then be accessed from the **Generate** list in **Documents**, identified by their format (e.g. **PDF, DOCX, XLSX**).
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3 [[image:Attachments.WebHome@mceclip0.04042.png||style="max-width:421px" alt="mceclip0.png"]]
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7 ==== **Using Document Templates** {{id name="using-document-templates" /}}====
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9 Selecting Document Templates from the **Generate** list will allow you to save a copy to your desktop. NOTE: Unlike system Smart Forms, Document Templates cannot be opened or edited within the system.
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11 Document Templates can also be attached to **Form Request Actions**, requiring the responsible person to download, complete and upload a copy to complete Action.
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13 [[image:Attachments.WebHome@mceclip1.cbc86.png||style="max-width:243px" alt="mceclip1.png"]]
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15 Document Templates can also be used in **Workflows**, set up as a requirement for the completion of steps including Document Added, Document Submitted and Set Document Field.
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17 For further information, please refer to Adding Workflow Steps.
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19 [[image:Attachments.WebHome@mceclip2.75d1b.png||style="max-width:318px" alt="mceclip2.png"]]
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23 ==== **Adding Document Templates** {{id name="adding-document-templates" /}}====
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25 Document Types can be viewed, added or deleted from **SETTINGS ~-~-> Document Types & Templates ~-~-> **__Document Templates__ tab. Document Types are listed alphabetically, under COMPANY.
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27 [[image:Attachments.WebHome@mceclip3.0a93c.png||style="max-width:462px" alt="mceclip3.png"]]
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29 Document Templates can be added by from the **Add Document Template** button in the top right. Complete the following information in the **Add Document Template** window and select **Add** to finish or **Cancel** to close window.
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31 *. **Type** (required) – Document Type
32 *. **Name** (required) – of new Document Template
33 *. **Is a Letter** – tick box for Document Template to be listed as a Letter
34 *. **File** (required) – select **Browse** to find file from desktop folders, or drag file across
35 *. **Show in File Area** – tick box to make Document Template accessible in **FILES**
36 *. **Incident Mode** (required) – whether Document Template is visible to Incidents / Claims / both
37 *. **Limit To** – tick boxes limiting visibility of Document Templates to Schemes / Policy Types / Incident Types / Insurers. Select box to open drop-down list to select from.
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39 These details can changed later by selecting Edit below the template name.
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41 [[image:Attachments.WebHome@mceclip4.8e308.png||style="max-width:204px" alt="mceclip4.png"]]
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45 ==== **Handling Document Templates** {{id name="handling-document-templates" /}}====
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47 Document Templates can be searched for by typing in the Search bar, saved and viewed from the **Download** button, or deleted individually by selecting Delete below the template name or in bulk by selecting the boxes (individually or by select all) and selecting **Delete** at the top of the list.
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49 [[image:Attachments.WebHome@mceclip5.a16ad.png||style="max-width:207px" alt="mceclip5.png"]]
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51 When deleting, a confirmation window will open, with options to **Delete** or **Cancel**.
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53 [[image:Attachments.WebHome@mceclip6.aa488.png||style="max-width:225px" alt="mceclip6.png"]]
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57 ==== **Other Document Template Options** {{id name="other-document-template-options" /}}====
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59 **[[image:Attachments.WebHome@mceclip0.c4fe8.png||style="max-width:225px" alt="mceclip0.png"]]**
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61 Select the **blue** drop-down arrow in the Document Types area to reveal the following 2 options:
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63 *. Reset to Default List
64 *. Enable Company Specific Document Types
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66 For further information, please refer to [[Reset to System Defaults>>doc:Injury Master.Administration.Reset to System Default Lists.WebHome]] or [[Company-Specific Entries>>doc:Injury Master.Administration.Company-Specific Entries.WebHome]].

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