Creating a Policy Form

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Creating a Policy Form

In order to issue a policy through the DAIS policy system, a policy form must be added. This can be done using the following steps:

1. Click into the Product Builder, and 'Configuration'

2. Select 'Add Form'Screen_Shot_2022-05-18_at_10.26.47_AM.png

3. Choose 'Policy' from the list of form types

Screen_Shot_2022-05-18_at_10.28.45_AM.png

4. Give the form a name in the 'Policy Name' box

5. Select 'add and map form' to load an existing PDF file and choose which question fields to map to the Policy Form.

Screen_Shot_2022-05-18_at_10.30.33_AM.png

Be sure to save your mappings, then the product configuration when you are finished making any changes.

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