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This article applies to:

  • Product: oden

Free Form Attachment

This page appears when you select the
Attach Free Form
 option is selected from the
Mail and Termination Date
 page.
  1. Select a
    Form Title
     from the drop-down list.
  2. Select a
    Free Form Title
     from the drop-down list or scroll down to the desired entry and press the
    Tab
     key. This field appears only if free form titles have been added to your system.
    note
    The System Administrator or any user with Data Setup-Free Form rights can add to the list of
    Free Form Titles
     or edit them. Go to
    Utilities > Free Form Title
     maintenance page to add or edit the list.
  3. Enter
    Free Form Text
    . This is the body text of the free form.
  4. Select
    Data Tags
     for formatting instructions such as bolding, italics, or text such as the producer name or phone number from the policy information page to the notice text. You can also dynamically insert pieces of data from the policy record into the notice text. While editing 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 select them from the
    Data Tags
     list. Selection from the list adds the appropriate Data Tag to the end of the text.