Managing Document Templates
Create and configure templates for your documents.
You have an award letter format you have refined over a decade. The wording is exactly how you want it, the layout matches your brand, and every appraiser who reads one knows it came from your firm. The problem: every new case means opening the last one, doing find-and-replace on names and dates, and praying you did not miss a field.
A document template solves that. You upload your Word file once with placeholders where the data goes (insured name, claim number, award amounts, signature blocks), and AwardLettr fills it in correctly on every case. No more retyping. No more stale data from the last file leaking into the new one. The professional language stays exactly as you wrote it.
This article walks you through creating and managing those templates. You only have to do this once per document type, then you generate clean PDFs for the rest of your career.
Creating a Template
Go to Settings → Document Templates
Navigate to the templates management page.
Click "New Template"
Opens the template creation dialog.
Select Document Type
Choose Award Letter, Panel Declaration, Report, or Invoice.
Upload Word Document
Upload a .docx file with Carbone placeholders.
Configure Signature Fields
Set dimensions for e-signature fields if applicable.
Assign to Business Profile
Optionally assign to a specific business profile.
Carbone Placeholders
Templates use Carbone syntax for placeholders. Common examples:
{d.insuredName} - Policyholder name
{d.claimNumber} - Claim number
{d.carrierName} - Insurance company
{d.lossAddress} - Property address
{d.inspectionDate} - Inspection date
{d.totalRcv} - Total RCV amount
{d.totalAcv} - Total ACV amount
{d.awardItems[i].coverage} - Coverage name in loop