1: Click Admin in the menu.

2:  Select Action Library from the drop-down list - the Action Library will open.

1: Select the required Action.

2: Click Edit - the Action's window will open.

OR Create a new Action.

1: Click the Documents tab - the Document list will open.

2: Click New - the Document to Run window will pop up.

1: Select the required Document from the drop-down list. Click here for instruction on Document Template creation.

2: Select for which Claim the Document should run. See below for available options.

3: Select the Auto Print check box if the Document should be sent direct to the default printer. If the check box is not ticked, the document will be created in a Microsoft Word document for editing and manual printing. Untick the Safe option check-boxes to include options that may include invalid merge-fields.

4: Click OK to Save and close the window.