The Bridge system includes the ability to dynamically generate documents, pulling in system and transaction information to produce custom documents for a wide variety of purposes.
Each document is first created as a template, using placeholders for system and transaction information. See the Document Configuration section of the User Guide - Document Configuration document for detailed instructions on preparing templates. The templates are then uploaded into the system.
1. Navigate to the Document Template List:
•If using the Policy module, select Product Design from the main menu, then select Document Templates.
•If using the Billing or Claims modules, select either Billing or Claims from the main menu, Configuration, then Document Templates.
2. A list of all available templates is displayed.
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Tips: |
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By default, only Active templates are displayed. Clear the filter in the Status column to view all templates. | |
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When accessing the Document Template List from the Policy module, the Culture column is hidden. |
3. Click Add. The Document Template window opens.
4. Complete the necessary information. Fields marked with a red asterisk * are required.
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Name |
Enter the name of the template. |
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Code |
Enter a code to identify the template internally. If this field is left blank, the system will generate a unique code. |
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External Code |
A code can be entered to identify the template for integration with other systems. |
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Product |
Select a product to make the template exclusive to that product. |
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Culture |
This field is not visible when viewing this window from the Policy module. Select a culture to apply regional formatting settings (dates, numbers, etc.). |
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Document to Upload |
Click the button to open a standard file selection window. Select the file to be attached and click Open. The full path and filename is displayed in the field. |
5. Click Add & New to save the template and clear the form to enter another template, click Add & Close to save and return to the Document Template List, or click Close to return to the Document Template List without saving the template.
The Status panel is added to the window once the template has been saved.
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Active |
Marks the template as active and available for use. If unchecked, the template remains linked to any existing resources, but cannot be used for new resources. |
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Created By |
Identifies the date and time the template was created, and the user who created it. |
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Last Modified By |
Identifies the last date and time the template was changed, and the user who made the changes. |
1. Navigate to the Document Template List:
•If using the Policy module, select Product Design from the main menu, then select Document Templates.
•If using the Billing or Claims modules, select either Billing or Claims from the main menu, Configuration, then Document Templates.
2. A list of all available templates is displayed.
To view the template file attached to any document template, click the View link in the File column.
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Tips: |
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By default, only Active templates are displayed. Clear the filter in the Status column to view all templates. | |
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When accessing the Document Template List from the Policy module, the Culture column is hidden. |
3. Click a link in the Name column to view the template details. If there are a large number of available templates, see the Using Grids section for help on finding the appropriate template.
4. See the section on Uploading a New Document Template for a detailed description of the fields. All fields may be edited, if necessary, and a new template may be uploaded to replace the existing one. This allows changes to be made to the template document and quickly uploaded without making extensive changes to the setup.
5. Click Save & New to save the template but keep the window open, click Save & Close to save the template and close the window, or click Close to close the window without saving the template.
Once created, a document template cannot be deleted. It can be deactivated, which leaves it linked to any existing resources, but prevents it from being used for new resources.
1. Navigate to the Document Template List:
•If using the Policy module, select Product Design from the main menu, then select Document Templates.
•If using the Billing or Claims modules, select either Billing or Claims from the main menu, Configuration, then Document Templates.
2. A list of all available templates is displayed.
To view the template file attached to any document template, click the View link in the File column.
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Tips: |
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By default, only Active templates are displayed. Clear the filter in the Status column to view all templates. | |
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When accessing the Document Template List from the Policy module, the Culture column is hidden. |
3. Locate the templates to be deactivated. If there are a large number of available templates, see the Using Grids section for help on finding the appropriate templates.
4. Check the boxes for all templates to be deactivated.
5. Click Deactivate, then confirm the deactivation when prompted to do so. All selected templates are deactivated. If the template list is still defaulted to only show active templates, they disappear from the list.
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Tip: Individual templates can also be deactivated or reactivated directly through the template record. See the section on Viewing and Modifying a Document Template for details. |
