Document Templates

Feature Availability

Document Templates are available on the Professional and Enterprise tiers.

The Document Templates section lets you build reusable documents such as a Letter of Representation (LOR). A template can combine formatted text, Word documents, and PDF sections. Tokens merge data from the selected Claim Mosaic record into the generated document.

Creating a Template

1. Click Create Document.
2. Enter a required Template Name and choose a Category.
3. Select the Document Type that supplies the template’s data.
4. Choose whether the template is active, generates as a PDF, or requires signatures.
5. Click Save Changes.
6. Click Add Section and choose the content needed in the template:
   • Text Section for formatted text and record tokens
   • Word Document Section for an existing Word document
   • PDF Section for an existing PDF; this option is limited to Owner and Admin users
7. Add and reorder sections until the document is in the required sequence.

After the first save, use View all available tokens to find placeholders for record data. Add the tokens to text or Word content where the generated value should appear.

Managing and Previewing Templates

Templates appear in a searchable table with their title, category, created date, and actions. You can:

• Filter and search: Narrow the table to the template you need.
• Edit: Open a template to change its details, sections, tokens, and section order.
• Preview: Use Preview in the template builder to inspect the generated layout.
• Delete: Use the delete action to remove a template you no longer need.

When generating a document from a record’s Files tab, Claim Mosaic merges that record’s current data into the selected template.