Creating a Notice Help

Free Form Attachment

Note: This page appears when the Attach Free Form option is selected from the Mail and Termination date page.



Note: The ODEN SR&R Library menu option is a link to the ODEN library of rules and regulations summarized by topic for 50 states, DC, Virgin Islands, Puerto Rico and the Federal Government.

Free Form Title and Text
The Free Form Title and Text section contains the following fields:

Free Form Title - This field contains a list of previously defined free form titles. To select a freeform title click on the down arrow and choose from the dropdown list or scroll down to the desired entry and press the tab key. This field displays only if free form titles have been added to your system.

Free Form Text -
This field displays the body text of the free form.

The list of Free Form Titles and Text may be added to or edited by your System Administrator or any other user with Data Setup-Free Form rights. The Free Form Title maintenance page can be accessed through the Utilities menu.

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.



Link to Creating a Notice Help Page




Many features are controlled by user rights. If a feature does not appear as described in Help, the rights may not be set up to use that feature. Please contact your System Administrator. See the Disclaimer page for contact information.