Template Wizard

The first step in being able to use the Write Letter function is to create a template. The Template Wizard is an easy to use tool that basically steps you through the process.

Access the Template Wizard to create a Template.

• Click Next on the Template Wizard Introduction screen.
• Select the Diamond Level for which you are creating this Microsoft Word Template: Select one (1) of the following: Client Level, Policy Level, Claim Level or Claimant Level.
• Click Next.
• On the Wizard - Select Fields screen, individually select the "merge" fields for the Template. These fields pull information into the letter.
• Once all fields have been selected, click Next.
• Create a name for the Template on the Wizard - Enter Name screen.
• Click Next. The template is automatically saved to the file location identified in the system setting: "Template Path" (Attachments folder).
• Click Finish on the Wizard Finish screen.
• A validation is returned on the Template Creation Finished screen, indicating the next step is to create a document from the Template by using the Diamond Document Creation Wizard for Word. Click Close Wizard.

Once you have created your template, proceed to the Document Wizard to insert your "merged" fields and narrative in a Word document.