Data Tags
The Data Tags feature allows you to add some basic text formatting to the notice text and to dynamically insert pieces of data from the policy record into the notice text when you generate it.
While you edit the notice text, Data Tags appear in braces ({}). At generation time they are translated into associated data or formatting changes on the notice. You can enter Data Tags directly into the text box or alternatively can select them from the
Data Tags
list. If you select the Data Tag from the list the system adds the appropriate Data Tag to the end of the text.Text Formatting
Data Tags provide five formatting options: bold, italics, underline, uppercase and carriage return. Formatting is applied by enclosing text in a pair of Data Tags. The following table illustrates these tags:
Format Type | Beginning Data Tag | Ending Data Tag | Notice Text During Edit | Notice Text on Notice |
|---|---|---|---|---|
Bold | {B} | {/B} | This is {B} bold {/B} | This is bold |
Italic | {I} | {/I} | This is {I} italic {/I} | This is italic |
Underline | {U} | {/U} | This is {U} underlined {/U} | This is underlined |
Uppercase | {UC} | {/UC} | This is {UC} uppercase {/UC} | This is UPPERCASE |
Carriage Return | {BR} | {/BR} | This will put text{BR} on another line | The enter key also works |
Format Data Tags can also be combined.
For example: This is {B}{U}{I}bold, underlined and italics{/B}{/U}{/I}
Which looks like: This is
bold, underlined and italics
Policy Data
You can also use Data Tags to insert data elements from the policy into the notice text. In this case, select the desired element from the Data Tags list to include its value in the notice text at generation time. This is particularly useful for repetitive reasons that require some information from the policy to appear on the notice such as advising and insured to call their agent.For example, the following information could be added to the reason:
If you have any additional questions, please call
(UserNotice.UserPolicy.Producer.Address.sAddr1) at
(UserNotice.UserPolicy.Producer.sPhoneNumber)
These data tags will insert the producers name and phone number in the reason text.