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Data
Tags
The Data Tags feature allows the user to add some basic text formatting
to notice text and to dynamically insert pieces of data from the policy
record into the notice text at generation time. 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. Data Tags can
be typed directly into the text box or alternatively may be selected from
the Data Tags list. Selection from the list adds the appropriate Data
Tag to the end of the text.
Text Formatting
Data Tags provide five formatting options: bold, italics, underline, uppercase
and carriage return. Formatting is applied by enclosing text in a pair
of Data Tags. The following table illustrates these tags:
Format Type
|
Beginning Data Tag
|
Ending Data Tag
|
Notice Text During Edit
|
Notice Text on Notice
|
Bold |
{B}
|
{/B} |
This is {B} bold {/B} |
This is bold |
Italic |
{I}
|
{/I} |
This is {I} italic {/I} |
This is italic |
Underline |
{U}
|
{/U} |
This is {U} underlined {/U} |
This is underlined |
Uppercase |
{UC}
|
{/UC} |
This is {UC} uppercase {/UC} |
This is UPPERCASE |
Carriage Return |
{BR} |
{/BR} |
This will put text{BR} on another
line |
The enter key also works |
Format Data Tags can also be combined.
For example:
This
is {B}{U}{I}bold, underlined and italics{/B}{/U}{/I}
will yield
This
is bold, underlined and italics
Policy Data
Data Tags can also be used to insert data elements from the policy into
the notice text. In this case, select the desired element from the Data
Tags list to include its value in the notice text at generation time.
This is particularly useful for repetitive reasons that require some information
from the policy to appear on the notice such as advising and insured to
call their agent.For example, the following information could be added
to the reason:
If you have any additional questions, please call (UserNotice.UserPolicy.Producer.Address.sAddr1)
at (UserNotice.UserPolicy.Producer.sPhoneNumber)
These data tags will insert the producers name and phone number in the
reason text.
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