Document Management

• The document system handles all document production, i.e. policy schedules, certificates, claims letters etc, as well as reports
• A document can be delivered via email, ordinary mail or on the screen
• A journal is kept of all communications with all parties and it is automatically recorded for any document sent from the system
• Documents are automatically linked to relevant Parties, Quotes, Policies, Claims etc
• Document templates can be created in a variety of formats, including Word, HTML, Text etc
• Output for attachments and archive can be created in various formats such as PDF, XPS, HTML etc
• Static documents, such as a policy booklet can be created in e.g. PDF and attached to emails