Documents Management

This section allows you to manage the documents that are associated with your product. For example:

• terms and conditions for the current insurance product,

• the mandatory general presentation of the product as requested by the authorities,

• mandatory clauses to be included in contracts based on different criteria,

• sample presentations that are to be used in the quote & apply journey or for different customer personas, and more.

For each Document that you upload, the following information must be provided:

Field	Description
Name	The name of your document.
Display name	The display name of your document.
Document type	From the dropdown, choose between Policy, Terms & Conditions or IPID - Insurance Product Information Document - which is a type of document necessary for the Quote & Buy journeys.
Code	The Code for your document.
Included in offer template	Check the box if the document must be included in offer template.
Included in the policy template	Check the box if the document must be included in the policy template.

Click Add File to upload your document and then click Save and reload to continue your journey.