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Creating a Free Form Title and Wording

You can create Free Form Notices to suit your specific purposes. They are created in two steps:
From the
Main Menu > Utilities
Step 1 – Create a Free Form Title
Step 2 – Create Custom Reason Wording to go with the Free Form Title

Creating a Free Form Title

Add freeform titles to create a pick list of titles to appear on freeform notices.
  1. Select
    Data Setup > General Notice Setup
    .
  2. Select
    Free Form Titles
    .
  3. Select
    Add New
    .
  4. Enter the
    Title
    that you wish to print across the top of the notice.
  5. Save and Return
    .
  6. On the side menu, select
    Back
    to return to the
    General Notice Setup
    .
  7. On the side menu, select
    Back
    to return to
    Data Setup
    .

Creating a Custom Reason Wording

  1. Select
    Personal or Commercial Lines
    .
  2. Select
    Custom Reasons
    .
  3. Select
    Add New
    .
  4. When you select the
    Free Form Title
    and the corresponding
    Custom Reason
    then you can produce a Free Form Notice.