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Oceanwide Bridge User Guide - Document Configuration

Oceanwide Bridge

User Guide - Document Configuration

Version 2.4.75

Table of Contents

1

Version 2.4.75Bridge User GuideUser Guide - Document Configuration

1 Error! No text of specified style in document.Oceanwide Bridge User Guide - Document Configuration

Version 2.4.75Bridge User GuideUser Guide - Document Configuration

Table of Contents

Table of Contentsi

Introduction1

Guide1

Setting Up the Oceanwide Word Ribbon2

System Requirements2

Installing the Oceanwide Word Ribbon2

Populating the Oceanwide Word Ribbon4

Inserting Placeholders Into Document Templates6

Inserting Placeholders6

Using the Workflow Explorer6

Using the Lookup Lists8

Document Structure11

Inserting Form Fields11

Inserting Grid Fields using Repeater Structures12

Repeaters Within Tables12

Repeaters Within Text13

Special Formatting15

Applying Number, Date, and Time Formats15

Configuring Digital Signatures17

Triggers18

Using Triggers Within Normal Content18

Using Triggers Within Repeater Structures21

Index23

Table of Contents

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Version 2.4.75Bridge User GuideUser Guide - Document Configuration

Table of Contents

1

Table of Contents

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Version 2.4.75Bridge User GuideUser Guide - Document Configuration

22 Table of ContentsOceanwide Bridge User Guide - Document Configuration

Version 2.4.75Bridge User GuideUser Guide - Document Configuration

Introduction

Welcome to the Bridge insurance access portal. The system provides a full workflow, from the administration of products and coverage, to the submission and management of individual policies.

Access to all features, options, and data are controlled by the settings in your user account. This guide is for users with product management rights, covering the creation of templates for generating dynamic documents within the Bridge system.

This guide assumes the user is familiar with the general functions of the system. For instructions on logging in and using common features throughout the system, see the User Guide - Introduction document.

Guide

Click a link to jump to the appropriate section.

Setting Up the Oceanwide Word Ribbon

Installation of the Word Ribbon plug-in, and importing the Bridge data for use in documents.

Inserting Placeholders Into Document Templates

Finding and inserting placeholders from the Word Ribbon.

Document Structure

How to structure a document using placeholders and repeater structures.

Triggers

Using triggers to create conditional text.

Setting Up the Oceanwide Word Ribbon

The Oceanwide Word Ribbon is a plug-in for Microsoft Word. Once installed and configured, it can be used to insert placeholders into documents that will be uploaded to the Bridge system as templates. When generating documents within Bridge, these placeholders are replaced with live data from the workflow or system information.

System Requirements

In order to use the Oceanwide Word Ribbon for Bridge you will need to have MS Word 2010 or later installed on your computer.

Installing the Oceanwide Word Ribbon

Before you can begin you will need to install the latest release of Oceanwides Word Ribbon plug-in for MS Word.

Warning: If a previous release of the Oceanwide Word Ribbon is already installed on your computer you will need to uninstall it before installing the latest release.

To remove a currently installed version of the Oceanwide Word Ribbon:

1. Navigate to your computers Control Panel.

2. Select Add/Remove Programs or Programs and Features (Windows 7 and 8).

3. Locate the item Oceanwide Word Ribbon and either double click it, or right click and select uninstall, to remove the plug-in.

After any previous versions have been removed you are ready to install the latest release of the Oceanwide Word Ribbon.

1. The Word Ribbon installer is generally distributed as a Zip file. Contact your Oceanwide Representative for instructions on obtaining the latest installer.

2. Unzip the files to a folder on your computer. This will include the Setup.exe file and any supporting files.

3. Run the Setup.exe file to begin installation. Follow the on-screen instructions to complete the installation.

4. After installation is complete, the Oceanwide tab should be available in Word. It may be necessary to close and restart Word to load the plug-in.

5. Before the Word Ribbon can be used, the Bridge workflow data must be loaded. See Populating the Oceanwide Word Ribbon.

Notes:

The installation must be performed using an administrator account on the computer. If you have difficulties with the installation, please contact your local IT department for assistance.

The installation must be performed manually. The Word Ribbon cannot be installed by scripting or other automated processes.

Populating the Oceanwide Word Ribbon

Once you have the Oceanwide Word Ribbon installed, you will need to populate it with the field and system data from Bridge.

1. Login to Bridge.

2. In the main menu, Select Product Design, then Export / Import. The Export / Import page opens.

3. Click Download in the Download Word Ribbon panel. A standard Save/Open dialogue box appears.

4. Save the XML file to a location on your computer where you can easily find it again later.

Tip: This one file contains all available workflows within the Bridge system, so it is not necessary to download multiple versions. However, if any changes are made to any of the workflows, the changes will not be available in the Word Ribbon until a new file is downloaded and imported.

5. Return to MS Word and select the Oceanwide tab.

6. In the Workflow File group, click Select Workflow File to open a standard file selection window.

7. Locate and select the XML file saved in step 4. Click Open. The Word Ribbon updates with the downloaded workflow details.

Inserting Placeholders Into Document Templates

This section describes how to insert placeholders into a document template using the Oceanwide Word Ribbon. Once the template is uploaded to the Bridge system, generating a document using the template will replace all placeholders with live data from the system.

Four types of data can be pulled in from the Bridge system.

Dynamic fields in panels: These are the normal fields in the submission workflow, where data is entered or selected once. These are inserted as standalone placeholders to pull in the data from the associated field.

Dynamic fields in grids: These are the fields in the submission workflow that are arranged in grids, allowing multiple entries for each field. These are inserted within "Repeater" structures that repeat the content and placeholders for each entry in the grid.

System and Transaction data: This includes system data such as the current time and date (at the time the document was generated) and transaction data such as policy details, information about the companies attached to the transaction (insurer, distributor, and client), and calculated premiums.

Triggers: Triggers are conditional controls defined within Bridge. They are used throughout the Bridge system to control data and options, and can be used in templates to define if blocks of text will be included or excluded when the document is generated.

For a complete list of system variables that can be used in documents, e-mails, and calculated fields, see Appendix B in the Bridge User Guide - Calculated Fields.

Inserting Placeholders

The Word Ribbon provides two methods of finding and inserting placeholders, the Workflow Explorer and the Lookup lists.

Using the Workflow Explorer

The Workflow Explorer is a pop-up window containing all available placeholders for fields, system data, repeater structures, and triggers, organized in a tree structure. The window can be resized and moved outside of the document window for easy access.

1. In the Workflow group, open the dropdown list and select the appropriate workflow.

Note: It is not recommended to mix fields from different workflows in one document. A generated document can only access data from the workflow where it is generated, and unrecognized placeholders will not be replaced.

2. In the Workflow Explorer group, click View. The Workflow Explorer window opens. If you lose track of the window, it can be found in the windows list or click View again to reset the window.

3. In the document window, place the cursor at the point where the placeholder should be inserted.

4. In the Workflow Explorer window, the top level includes groups for each panel in the selected workflow, plus standard groups for system information and triggers. Click the plus icon or double-click the title to expand the group.

5. Double-click the placeholder. The placeholder is inserted into the document, displayed as the name of the selected field enclosed in double chevrons.

6. The placeholder can be formatted using any standard formatting options within Word, and that formatting will be applied to the data that is pulled in during document generation.

Note: Placeholders can be copied and pasted, but trying to edit the placeholder manually could cause errors. To change a placeholder, it is best to delete the existing one and insert a new one. The exception is when edit

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