Creating a Freeform Notice

Select the

Form Title

from the drop-down list or scroll down to the desired entry and press the

Tab

key. This will display freeform titles which are defined in

Utilities

.

Manualy enter the

Free Form Title

if you did not select a previously defined title from the list. This is the title that is printed on the notice.

Select a

Reason

from the drop-down list. The list contains previously defined custom reasons. You can also scroll down to the desired entry and press the

Tab

key. You will only see this field if custom reasons have been added to your system.

Overwrite

is the default selection.

Overwrite

means that the selected custom reason will 'overwrite' the blank reason description box. Use

Overwrite

to replace a previously selected custom reason. If a custom reason has been placed in the

Reason

description box that is not applicable, selecting another custom reason with the overwrite option erases the first custom reason and places the text of the newly selected custom reason in the

Reason

description box.

You can use more than one custom reason on a notice. To include multiple custom reasons in the

Reason

description box, select the first custom reason and select

Overwrite

. Then change the selection to

Append

and select an additional custom reason.

The

Free Form Text

displays the body text of the freeform notice. This field has unlimited text. Enter the description manually or with a custom reason to display on the freeform notice.

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.

Select the

Date

for this free form. It can be a current, past, or future date.

Select the

Mail Date

which is the date the notice will be mailed.

Select the

Mail Type

from the drop-down list. The default mail type is Standard Mail for a freeform notice.

Select the

Effective Time of Notice

. This displays the time the notice takes effect. It is your company default and you can modify it if needed.