For a document to generate, you must publish it and render the status as Live in BriteDocs.
Refer to the BriteDocs documentation to learn to:
- Preview data.
- Create/edit templates.
- Upload images.
- Create components.
- Upload a static PDF.
- Create folders.
Note: The naming of the folders is determined by the report type a document is mapped to.
Clients will need to set up policy-related documents if the business is being written in BriteLines. Documents include:
- Declaration, Policy Application, Quote Summary, and ID Cards (for Auto).
- Invoice and notification-related deliverables in classic BriteCore, which are integrated in BriteLines as well.