You can upload your own document templates as well as test them before they go live. The template manager will help you determine errors and missing fields.

Quick Instructions

1. Open ClaimWizard Admin (gears) icon, then select Document Templates
2. Drag/drop your completed template into the "Click or drag/drop file here" box. The box will highlight blue when it reads the file.
3. Next, verify that the template validates. You will see:
   1. ((green)) "Looks Good!" - success!
   2. ((red)) "There are #4 invalid template fields" with a list of the incorrect fields - go back and recheck your template for correctly formatted document variables
   3. ((orange)) The template does not contain any fields" - go back and make sure you have put document variables into your document
4. Be sure to name (under TITLE) your document template whatever you would like and click SAVE

To Update an Existing Document

1. Open ClaimWizard Admin (gears) icon, then select Document Templates
2. Click on the document template you would like to update
3. Click the DOWNLOAD button in the dark gray menu bar
4. Make your changes in Microsoft Word and save your file
5. Drag and drop your updated file to the icon
6. Click the SAVE button in the dark gray menu bar

Document Template Guide
 

Writing letters can be very time-consuming. From collecting the information to include in the document to rewriting the same thing over and over, this is time you could spend elsewhere. Fortunately, ClaimWizard does this work for you and makes it easy to automate letter and form generation.

In your word processor, you can take the documents |your bsiness 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 time, ensuring consistency, and freeing staff 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.

Please note that only Microsoft Word (DOCX), Microsoft Excel (XLSX), Microsoft PowerPoint (PPTX), and PDF Fillable Forms are acceptable source files for templates.

Click the file below to view/download detailed instructions:

Additional Resources:

Download Sample Public Adjuster Letters and Documentation
 

Full Instructions

Watch a full training video on the template upload process: ClaimWizard - Document Template Administration