Generating Documents from Templates

Negotiations wrapped up an hour ago and the carrier appraiser wants the award letter today. You sit down, open the appraisal, and need a clean signed-ready PDF in your hand in under two minutes.

The old way: open Word, paste in the values from the case, double-check every dollar amount, save as PDF, attach to email. Twenty minutes if you are fast, and one transposed digit means you redo the whole thing. Generating from a configured template collapses that into four clicks, and the math is guaranteed to match what you have in the system.

This article shows you the click path. Templates are already configured in Settings (see the templates article), so the per-case generation is the fast part.

Generate Document dialog showing standard types and custom templates with template version selection — The Generate Document dialog — select a standard type or custom template, then choose a template version

Generating a Document

Navigate to the Appraisal

Open the appraisal you want to generate a document for.

Go to Documents Tab

Click the "Documents" tab.

Click "Generate"

Select the document type you want to create.

Select Template

If you have multiple templates, choose which one.

Preview (Optional)

Click "Preview" to see the document before generating.

Generate

Click "Generate" to create the final PDF.

Test Mode

Documents generated with a test API key will have a watermark. Use a production Carbone key for clean PDFs.