Overview

The Documents spoke is used to present the terms and conditions of a plan to the contract holder, both online and at the kiosk. You can create separate Documents spokes for different locations, or use the Toolbox to configure location-specific content within a single document.

Plans sold by staff through Redpoint will not generate a document attachment—even if the Documents spoke is configured. A document is only created when the customer completes the purchase online or at a kiosk.

A document is not required if the plan is sold exclusively at the front desk.

Configuring your Document

Inline vs Document Mode

For longer documents, Inline is recommended over the Document mode pop-up. After configuring, check your plan.

Title

The Title is displayed to your customer when they are filling out the contract online and in Redpoint with the attachment.

Layout / Preview tabs

You will build your document content on the Layout tab. The Preview feature will only display a preview if you select a specific customer and one of their associated contracts.

To view a fully rendered document, including additional header information not shown in the preview, you must create an actual contract for the plan and view the completed document from the customer's account.

Replacement Fields

As needed, you can create checkboxes, signature and initials boxes, and replacement fields.

Best Practice: Put the Contract holders name below the signature as seen in the example below.

Document Sections and Section Display Conditions

Sections and Section Display Conditions allow you to add sections to a document only when certain conditions are met.

• Select the display condition at right and add by clicking the blue button.
• Add one or more selections to the condition to enforce it on this section.

Restrict a section with 'Contract Has' and 'Contract DOES NOT have' enrollment type conditions.

Add both conditions then add enrollment type to each.

Related: Waiver Configuration Example

Restrict a section to contracts with 'Contract facility is' 

Reminder: Even for online purchases, every contract is associated with a contract facility. In these cases, the storefront used to complete the transaction serves as the contract facility.

Create Attachment? Double Check Big Edit > General tab!

For hidden attachment, viewable in the staff-facing contract view only, leave toggled off.

For attachment with an Attachment type assigned, toggle is ON and assign Attachment type. This will make it visible:

• in the customer record on the attachment tab
• in the contract tab (same as with hidden)
• is attachable as a pdf on the New Contract email. (See Customer Notifications for more info.) This will send as part of the New Contract Email if Configured correctly here in Big Edit.

View/Print a Contract's Document

Go to the Contract, expand it and go to the Attachments tab.  Here you will see both 'hidden' and defined attachment types

If Attachment has a Type, find it also in the Customer's Record in their Attachment's tab in their sidebar.

Click to View and then print.