Reports & Documents

Overview of the different document types you can generate.

Create and configure templates for your documents.

Complete list of available variables for your templates.

Create PDFs from your configured templates.

View, download, and organize your generated documents.

Understanding the report writing section of an appraisal.

Use AI to transform bullet points into professional report language.

Tips for writing effective loss descriptions.

Documenting the carrier's initial scope of work.

Recording the chronology of the appraisal process.

Recording negotiation discussions and decisions.

Upload your own Word document templates with Carbone tokens for automated document generation.

Define per-appraisal tables (comparison rows, weather events, roof slopes) that loop in your Word templates with auto-totaled currency columns.

Define reusable paragraph templates with embedded tokens. Write the boilerplate once, fill it per appraisal, ship it in any number of Word templates.

Make a custom field auto-compute its value from a Data Table cell or by aggregating other custom fields. The user can still type a value to override.

Build one Word template with every possible section, then enable only the relevant ones per appraisal. Disabled sections drop out of the rendered PDF.

Understand how document syncing works and how to sync existing documents to Google Drive.

Define a standard folder structure that is automatically created for every new appraisal.

Convert insurance estimate PDFs into Xactimate ESX files. Walk through the 6-phase matching funnel, OCR detection, the math validator, and how the corrections loop trains future matches.

A beginner-friendly tour of the three building blocks AwardLettr uses to compose reports: data tables for structured sections, narrative snippets for reusable prose, and computed defaults for auto-filled fields.