Difference between revisions of "Memowriter: Sample Memo Templates"

From Agency Systems Wiki
Jump to navigation Jump to search
(updated for 2017)
Line 1: Line 1:
−
[[Category:Memowriter]]
+
[[Category:Memowriter]]__forcetoc__
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 +
<tr>
 +
    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Correspondence]] Newton User Guide: [[Newton User Guide#Correspondence|Correspondence]]</td>
 +
</tr>
 +
<tr>
 +
    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
 +
</tr>
 +
<tr>
 +
    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Memowriter:_Sample_Memo_Templates&oldid=5092 Click Here]</td>
 +
</tr>
 +
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
     <td>Related Pages</td>
 
     <td>Related Pages</td>
Line 8: Line 18:
 
<td>
 
<td>
 
<ul>
 
<ul>
−
<li>[[Create a Form Letter Template in Memo Writer]]</li>
+
<li>[[Batch Send]]</li>
−
<li>[[Memo Writer: Create or Delete a Client Memo|Create or Delete a Client Memo]]</li>
+
<li>[[Email]]</li>
−
<li>[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]</li>
+
<li>[[Memowriter: Create A Form Letter Template]]</li>
 +
<li>[[Memowriter: Client Memo]]</li>
 +
<li>[[Memowriter: Policy Memo]]</li>
 +
<li>[[Report: Client Query Wizard]]</li>
 +
<li>[[Report: Policy List Report: Policy Expiration List]]</li>
 
</ul>
 
</ul>
 
</td>
 
</td>
 
</tr>
 
</tr>
−
 
 
<tr style="background-color: #d3d3d3; text-align: center; ">
 
<tr style="background-color: #d3d3d3; text-align: center; ">
 
     <td>Related Categories</td>
 
     <td>Related Categories</td>
Line 27: Line 40:
 
</tr>
 
</tr>
 
</table>
 
</table>
−
#Right-Click [[#Sample Memo Templates|one of files in the chart below]] and select '''Save As''' or '''Save Target As'''.  
+
Memowriter can import existing documents as templates used for a number of different workflows. The instructions below step you through saving a template to your computer and importing the template into memowriter.
 +
 
 +
== Before you begin ==
 +
Access to view and create memos requires the current operator to have [[Security System|Security System: Marketing -> Memo Writer -> View, Entry, and Edit]] access.
 +
 
 +
[[File:Ic_info_black_24dp.png]]  See: [[Security System]] for more information.
 +
 
 +
== Import document ==
 +
#Right-Click [[#Sample memo templates|one of files in the chart below]] and select '''Save As''' or '''Save Target As'''.  
 
#Save the file to your desktop.  
 
#Save the file to your desktop.  
−
#Select '''Marketing -> Memo Writer'''.  
+
#Select '''Setup''' -> '''Memowriter Letter Library'''.  
−
#:[[File:Menu-marketing-memo.png]]
+
#When prompted to open an existing memo, select the X to close.  
−
#When prompted to open an existing memo select the X to close and start a new memo template.
+
#Select '''File''' -> '''Import'''.
−
#Select '''File -> Import'''.
 
 
#Select the source document file (.RTF) and select '''Open'''.  
 
#Select the source document file (.RTF) and select '''Open'''.  
 
#The document will be imported into the body of the memo template.  
 
#The document will be imported into the body of the memo template.  
−
#When finished, select '''File -> Save As'''.  
+
#When finished, select '''File''' -> '''Save As'''.  
 
#Enter the '''Title''' and '''Category'''. Select '''OK''' to save.
 
#Enter the '''Title''' and '''Category'''. Select '''OK''' to save.
−
#To prevent accidental template changes, select '''File -> Lock''' to [[Create_a_Form_Letter_Template_in_Memo_Writer#Lock_or_Unlock_a_Memo_Template|lock the memo]].  
+
#To prevent accidental template changes, select '''File -> Lock''' to [[Memowriter:_Create_A_Form_Letter_Template#Lock_or_unlock_a_memo_template|lock the memo]].  
−
#Exit Memo Writer.
+
#Exit Memowriter.
 +
 
 +
[[File:Ic_info_black_24dp.png]]  See: [[Memowriter: Create A Form Letter Template]] for more information.  
  
−
For more information, see: [[Create a Form Letter Template in Memo Writer]].
 
  
 
[[File:Import-memo-template.gif]]
 
[[File:Import-memo-template.gif]]
  
−
=== Sample Memo Templates ===
+
== Sample memo templates ==
  
 
{| class="wikitable"
 
{| class="wikitable"

Revision as of 21:45, 24 May 2018

Ic description black 24dp.png Newton User Guide: Correspondence
Ic info black 24dp.png Required Software Version: Spring 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

Memowriter can import existing documents as templates used for a number of different workflows. The instructions below step you through saving a template to your computer and importing the template into memowriter.

Before you begin

Access to view and create memos requires the current operator to have Security System: Marketing -> Memo Writer -> View, Entry, and Edit access.

Ic info black 24dp.png See: Security System for more information.

Import document

  1. Right-Click one of files in the chart below and select Save As or Save Target As.
  2. Save the file to your desktop.
  3. Select Setup -> Memowriter Letter Library.
  4. When prompted to open an existing memo, select the X to close.
  5. Select File -> Import.
  6. Select the source document file (.RTF) and select Open.
  7. The document will be imported into the body of the memo template.
  8. When finished, select File -> Save As.
  9. Enter the Title and Category. Select OK to save.
  10. To prevent accidental template changes, select File -> Lock to lock the memo.
  11. Exit Memowriter.

Ic info black 24dp.png See: Memowriter: Create A Form Letter Template for more information.


Import-memo-template.gif

Sample memo templates

Name File Description
Cancellation Signature Request to Insured CANCELLATION_REQUEST.RTF This is a cover letter used to accompany the Acord 35 Cancellation Request/Policy Release or a company specific signature form required to terminate a policy.
Fax Cover Page FAX_COVER.RTF See Batch Send Memos and ACORD forms to Fax
Good Student Discount Verification Request to Insured GSD_REQ_FOR_GRADES.RTF This is a cover letter used to request supporting documentation from the insured to maintain an existing "Good Student" discount.
Lapse/Expiration Notice to Insured EXPIRATION_LETTER.RTF This is a notice to an insured regarding a lapsed or expired policy.
New Business Application to Insured NEW_BUSINESS_APP.RTF This is a cover letter used to accompany an Acord Application or a company specific signature form require to submit/bind/issue a new policy.
New Policy to Insured NEW_POLICY_COVER_LTR.RTF This is a cover letter used to accompany new policy documents to an insured.
No 10 Envelope NO_10_ENVELOPE.RTF Create a client memo to merge the client's address onto this pre-formatted NO 10 envelope template.
Notice of Cancellation NOTICE_OF_CANCEL.RTF This is a notice of cancellation or non-renewal. It is designed to be used by a GA/MGA dealing with brokered policies and insureds, but could be modified to be used by a retail agency.
Policy Change Signature Request to Insured POLICY_CHANGE_REQ.RTF This is a cover letter used to accompany the Acord 70/71/175/336 Policy Change Request or a company specific signature form required to endorse or change a policy.
Policy Rewrite Forms to Insured REW_FORMS_TO_INSURED.RTF This is a cover letter used to accompany the necessary signature forms to rewrite an existing policy from one company to another.
Reinstatement Notice to Insured REINSTATEMENT_NOTICE.RTF This is a cover letter used to accompany reinstatement policy documents to an insured.
Renewal Notice for Insured RENEWAL_INVOICE_INSURED.RTF This is a notice or invoice form to send to insureds, showing the premium, fees, taxes, and information about financing.
Renewal Notice for Mortgagee RENEWAL_INVOICE_MORTGAGEE.RTF This is a notice or invoice form intended to be sent out to a mortgagee or other 3rd party at the renewal of a direct bill invoice.
Renewal Policy to Insured REN_POLICY_COVER_LTR.RTF This is a cover letter used to accompany renewal policy documents to an insured.
Retrieved from "http://wiki.agencysystems.com/index.php?title=Memowriter:_Sample_Memo_Templates&oldid=5113"