3

Generate Policy Documents

Generating policy documents requires Internet Explorer 11, the Microsoft Edge browser, or the Chrome browser with the Meta4 ClickOnce Launcher plugin,  and a copy of Microsoft Word.

3.1

Click the Medical Stop Loss or Group Term Life depending on the account you want to create a follow up for.

3.2

Search for the desired account.

3.3

Click the desired account to display its profile.

3.4

Click Policy. If this is the first time you have assembled and printed policy documents, ESL Office downloads and installs the policy plugin. Once the plugin installs, the Policy Documents window opens showing all registered policy documents. Policy documents are registered by your ESL Office administrator.

3.5

Check the box by each desired document. Checked items appear in the Selected area. Clear a check box to remove the document. Documents generate in the order they appear in the Selected area.

3.6

Click OK. The Policy Documents app launches Word and displays the selected document.

A
Selected documents. Click a document to select it and display it in the Word pane.
B
Contents of the currently selected document. This is a standard instance of Word and you can edit the document within the window as you would any Word document.
C
Click these icons to change document order.
D
Click to add more documents. The policy document window in 1.5 above re-appears so you can select additional documents. Check the desired documents then click OK to return to this window.
E
Removes the selected document.
3.7

To generate the documents as a PDF, create a corresponding claimant policy journal, and attach the PDF to it, click Print and Journalize. Journal subject is the claimant and category is unassigned. You can change these by editing the entry.

3.8

To generate the documents as a PDF without creating a journal, click Print.

3.9

To create an email with the documents as a PDF attachment, click Email. ESL Office displays the Email options window.

3.10

Create the email as follows

To

Who will receive the email. Edit or add recipients by clicking the button to the right and specifying the new recipients in the Select Email Recipients window.

From
Who is sending the email. Populated by ESL Office and is the email for the currently logged in user.
Subject
Purpose of the email.
3.11

Type the email message in the text area. Use the toolbar buttons to define typeface and text alignment.

3.12

Click OK. ESL Office does the following:

  • Attaches the policy document PDF to the email and sends it.
  • Creates a policy journal entry of the email. Journal subject is the claimant. Journal body is the email recipient, sender, subject line and mail message. Email attachment is included with the entry as an attached document.