Create a template document

Updated 2 years ago by Rachel Wilson

Template documents allow you to create custom documents, letters, and reports using data from an estimate. 

Create a template

To create a template, write and save your report in Microsoft Word. Anywhere you want to auto populate information, use a token.

    For example:

    GENERIC REPORT 
              Date of Loss:           [DATE_LOSS] 
              Our File Number:        [FILE_NO] 
              Report Date:            [DATE_CURRENT]

    Get a list of all tokens

    Tokens are key words that can be used in place of data in a document or report template. When a document template is printing for an estimate, the tokens are replaced with data from the estimate.

    1. From within an estimate, click the Claim Info tab.
    2. Click Parameters.
    3. In the Opening Statement group of the Report Text group, click Edit.
    4. Click the Token icon to open the Tokens dialog box.
    5. Click Options. Under Send List To, select Excel.
    6. A list of all available tokens will be exported to an Excel spreadsheet.

    Save a template in Xactimate

    1. Close the Word document.
    2. Open an estimate.
    3. Click the Print button in the top right corner of the program.
    4. Select the Documents tab, then click Template Docs
    5. Click Import, then double-click the template file. You should see your template in the Template Name column.

    Generate a document using templates

    1. Open an estimate.
    2. Click the Print button in the top right corner of the program.
    3. Select the Documents tab, then click Template Docs.
    4. Select a template, then click Export Report.
    5. Choose a location, and click Save. The report will be generated with the token data automatically populated.

    How Did We Do?


    Powered by HelpDocs