Freeform Notice

Select Form Title - This field contains a list of previously defined free form titles. To select a free form 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 defined in Utilities.

The list of Free Form Titles 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.

Free Form Title - This field displays the title of the free form and can be manually entered if a previously defined title is not selected from the select form title list. This is the title that is printed on the notice.

Select Reason - This field contains a list of previously defined custom reasons. To select a custom reason 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 custom reasons have been added to your system.

Overwrite - Overwrite is the default selection. Overwrite means that the selected custom reason will 'overwrite' the blank reason description box. Overwrite may also be used to replace a previously selected custom reason. If a custom reason has been placed in the reason description box that is not applicable, selecting another custom reason with the overwrite option will 'erase' the first custom reason and place the text of the newly selected custom reason in the reason description box.

Append - More than one custom reason may be used on a notice. To include multiple custom reasons in the reason description box, select the first custom reason with the overwrite option selected. Then change the selection to append and select an additional custom reason.

The list of Custom Reasons may be added to or edited by your System Administrator or any other user with Data Setup-Custom Reason rights. The Custom Reasons maintenance page can be accessed through the Utilities menu.

Free Form Text - This field displays the body text of the freeform notice. This field has unlimited text and is where the description is entered manually or with a custom reason that needs to display on the freeform notice.

Data Tags - The Data Tags feature allows the user to add formatting instructions such as bolding, italics, or text such as the producer name or phone number from the policy information page to the notice text. They also allow the user to dynamically insert pieces of data from the policy record into the notice text. 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 selected from the Data Tags list. Selection from the list adds the appropriate Data Tag to the end of the text.

Date - This field displays the date selected by the operator. It can be a current, past, or future date.

Mail Date - This field displays the date the notice will be mailed.

Mail Type - This field displays the mailing type. The default mail type is Standard Mail for a freeform notice.

Effective Time of Notice - This field displays the time the notice takes effect. This displays the your company default but may be modified if needed.



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.