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ClaimMosaic Documentation

Document Templates

The Document Templates section allows you to create and manage reusable templates for documents you frequently generate, such as a Letter of Representation (LOR). By using tokens, you can automatically populate documents with specific claim data, saving time and reducing errors.

Creating a Template

Section titled “Creating a Template”
  1. Create a .docx file: First, create your template in a word processor like Microsoft Word and save it as a .docx file.
  2. Insert Tokens: In your document, use tokens as placeholders for claim data. A full list of available tokens can be viewed by clicking the View Available Fields button.
    • Example: Insured(s): [PolicyHolder.FullName]
  3. Upload the Template:
    • Click Create Template.
    • Give the template a name.
    • Upload your .docx file.

Managing and Previewing Templates

Section titled “Managing and Previewing Templates”

Once uploaded, your templates are listed in the dropdown menu. You can:

  • Preview: Select a template and then search for a specific claim to see a live preview of how the document will look with that claim’s data merged in.
  • Edit: Click the pencil icon to rename the template.
  • Delete: Click the trash can icon to remove the template.

This feature streamlines the creation of consistent, professional, and accurate documentation for every claim.