Document

E-mail

Field

Deductible Premium Type Name

ü

ü

û

•    Word Ribbon

Deductible Information / Deductible Premium Type

•    E-mail

[[Deductible_PremiumType]]

Notes:  Use repeaters.

Document

E-mail

Field

Deductible Description

ü

ü

ü

•    Word Ribbon

Deductible Information / Deductible Description

•    E-mail

[[Deductible_Description]]

•    Calculated Field

[[DeductibleList/Deductible[PremiumType='#']/Description]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by premium type ID.

Document

E-mail

Field

Deductible Type

ü

ü

ü

•    Word Ribbon

Deductible Information / Deductible Type

•    E-mail

[[Deductible_DeductibleType]]

•    Calculated Field

[[DeductibleList/Deductible[PremiumType='#']/DeductibleType]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by premium type ID.

Document

E-mail

Field

Deductible Amount or Percentage

ü

ü

ü

•    Word Ribbon

N/A

•    E-mail

[[Deductible_AmountOrPercentage]]

•    Calculated Field

[[DeductibleList/Deductible[PremiumType='#']/AmountOrPercentage]]

Notes:  Identifies if the Deductible is a flat Amount or a Percentage of another value.

Use repeaters for documents and e-mails.

For use in generated documents, insert a different placeholder, press Alt+F9 to view the code, update the code to read { MERGEFIELD Deductible_AmountOrPercentage }, right-click in the placeholder and select Update Field, the press Alt+F9 to return to normal.

For calculated fields, values must be called individually by premium type ID.

Document

E-mail

Field

Deductible Amount

ü

ü

ü

•    Word Ribbon

Deductible Information / Deductible Amount

•    E-mail

[[Deductible_Amount]]

•    Calculated Field

[[DeductibleList/Deductible[PremiumType='#']/Amount]]

[[DeductibleList/Deductible[PremiumType='#' and Description='description']/Amount]]

Notes:  Use repeaters for documents and e-mails.

For calculated fields, values must be called individually by premium type ID.

If more than  one Deductible exists for any premium type, a second qualifier must be used to locate individual values.  Unique Descriptions should be assigned to each Deductible, which can then be isolated using the Description='description' condition.

Document

E-mail

Field

Deductible Currency

ü

ü

ü

•    Word Ribbon

N/A

•    E-mail

[[Deductible_Currency]]

•    Calculated Field

[[DeductibleList/Deductible[PremiumType='#']/Currency]]

Notes:  Use repeaters for documents and e-mails.

For use in generated documents, insert a different placeholder, press Alt+F9 to view the code, update the code to read { MERGEFIELD Deductible_Currency }, right-click in the placeholder and select Update Field, the press Alt+F9 to return to normal.

For calculated fields, values must be called individually by premium type ID.