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Document Template Administration

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 Screen Shot 2022-05-05 at 7.08.08 AMicon
  6. Click the SAVE button in the dark gray menu bar

Full Instructions

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

ClaimWizard Document Template Administration Training Video