Document Types
Overview of the different document types you can generate.
You wrap up a case and need to send out an award letter, a panel declaration, your final report, and the invoice. That is four different documents, each with its own format, signers, and timing. Knowing what each one is for keeps you from sending the wrong document to the wrong party at the wrong moment.
Without a clear map of document types, you end up retyping the same insured name and claim number into a Word doc you cobbled together two years ago, hoping you remembered to update the date. Then you have to chase signatures separately, save the signed PDFs somewhere you will actually find them later, and send the carrier a copy. Multiply that across thirty open files and the busywork eats your week.
This article is the at-a-glance reference: what each document is, when you use it, and where custom templates fit. Skim it once, then jump to the specific article for the document type you need.
Available Document Types
| Type | Purpose | When Used |
|---|---|---|
| Award Letter | Formalizes the agreed award amounts | After negotiations complete |
| Panel Declaration | Documents the appraisal panel and umpire | Before umpire involvement |
| Appraisal Report | Comprehensive report of findings | After inspection complete |
| Invoice | Bill for services rendered | After case complete |
| Custom Document | Your own uploaded templates (engagement letters, etc.) | Anytime — you define the purpose |
Templates