Documents, Listing
Client’s Policies
Durell allows you to list within a Word document any details about all of a client’s policies, as shown above. In order to use this facility you must be familiar with Durell’s Document Viewer, Word templates and Durell’s data sets. To this end please refer to the sections…
…and…
Templates, Inserting A Durell Data Field
Templates, Increasing Durell Data Fields
The following instructions will show you how to create the document template, shown below and at the start of this topic, to list the current client’s policies, showing Insurer, Product type, Policy Ref, Start date and End date.
Starting from Durell’s Main Menu….
- Click the “People” button
- Use the green Binoculars button to find a client with policies
- Click the green “W” button to activate the Document Viewer
- Click the “New doc” button
Then on the “Link to Microsoft Word” pop-up, as shown above…
- Select a template (e.g. “Letter”)
- Set “Select record” to “Current record”
- Use the normal data set for the selected template (probably called “Standard”)
- Click and thereby tick the box “Include client policy details”
- Set the “Policy field set” to “Standard”
The first time you do this, before clicking “OK” you’ll also need to setup the “Policy field set”, which will otherwise be empty. The process is identical to setting up the main “Data field set”, as described in Documents, Data Sets. In this instance you should…
- Click the “Setup” button to the right of “Policy field set”
- Click on the first policy field to include (e.g. “InsurerName”) and then click the “>” button to select it
- Repeat this for the other fields (e.g. “SubTypeName”, etc)
- Click “Save” when done
Then continuing with the “Link to Microsoft Word” pop-up…
- Set the “Include policies” to “All policies” (though note the other choices in the dropdown)
- Clear the box “Tick for normal document….” (i.e. to start a template, rather than an actual document)
- Click “OK”
In Word, if you’ve started from the standard “Letter” template in Durell you can simply delete the date and salutation, enter “POLICY LIST” and “for” at the top, then centralise everything by highlighting it all and then clicking the “Centre” button. Now to add the policy list you are advised to use a Word table…
- Click on the document, anywhere near the end
- Click “Table / Insert / Table”
- In this case leave the number of columns set to 5
- Increase the number of rows to the maximum number of policies held by any client, e.g. 20
- Click “AutoFit to contents”
- Click “OK”
Now that you have the table displayed, click on each cell in turn and enter the appropriate data field (as described in Templates, Inserting A Durell Data Field). In this instance the data field “Pol01_InsurerName” goes in the top left cell, with “Pol01_SubTypeName” in the cell to its right, and so on, as illustrated at the beginning of this topic.
When you’ve entered all of the data fields you can choose to make the table invisible when printed. To do this…
- Highlight the entire table
- Right-click and select “Table properties”, as shown above
- Click the “Borders and Shading” button
- On the “Borders” tab, shown below click “None” then “OK”
- Back on the “Table Properties” pop-up click “OK” to end
Now check your template with the “<ABC>” button and when everything looks ok save it as a Document Template (as described in “Templates, New”).