Document Template Guide

Writing letters can be very time-consuming. From collecting various information to include in the document to writing the same thing over and over, this is time that could be better spent elsewhere. Fortunately, ClaimWizard does this work for you and makes it very easy to automate the generation of letters and forms.

Using your own word processor, you can take the documents that your business already uses and, by adding a few basic template codes, quickly create letter and form templates. Once the template is stored in ClaimWizard, it will be available to your organization, saving them time, ensuring consistency, and freeing them up to focus on other matters. What used to take a half-hour or longer, can now be accomplished in just a minute. And since you use your own Microsoft Word document editor or Microsoft Excel spreadsheet, the learning curve is minimal. This document will show you how to create a template for use with ClaimWizard.

Document Template Administration Video