Template Management

Overview

LAMS uses PDF templates to generate all policy documents — declarations pages, endorsements, quote sheets, letters, and more. Each template contains placeholders that are automatically replaced with the correct policy data when the document is generated.

This page is primarily for administrators who manage the template library.

Viewing the Template Library

📷

Template management screen showing a table of templates with name, product line, category, last updated, and active status columns

Template management screen showing a table of templates with name, product line, category, last updated, and active status columns

Navigate to Administration > Templates (or Documents > Templates) to see all available templates organized by product line and document category.

Uploading a New Template

1. Click Upload Template.
2. Select the PDF file from your computer.
3. Enter a descriptive template name.
4. Select the product line and document category (e.g., Declarations Page, Endorsement, Letter).
5. Define the placeholders — enter each placeholder name that appears in the PDF and confirm the replacement value.
6. Click Save.

📷

Placeholder definition screen showing a table with placeholder name and example value columns

Placeholder definition screen showing a table with placeholder name and example value columns

Placeholder Format

Placeholders in the PDF are written in *FieldName* format. When a document is generated, LAMS replaces each placeholder with the live data from the policy. Common placeholders include:

Placeholder	Replaced with
*Date*	Current date
*Policy Number*	Issued policy number
*Policy Period*	Effective date to expiration date
*Applicant Name*	Named insured
*Premium*	Calculated premium
*Limits of Liability*	Selected limit
*Deductible*	Selected deductible
*Account Number*	Producer account number

Note

Placeholder names are case-sensitive and must exactly match the text in the PDF. If a placeholder is not recognized, the text will appear as-is in the generated document.

Testing a New Template

Always test a template before putting it into production:

1. Open any active policy in the matching product line.
2. Go to Documents > Generate Document.
3. Select your new template from the dropdown.
4. Click Generate and review the output carefully.
5. Verify that all placeholders were replaced correctly and the layout looks right.

Tip

Have a colleague review the test document too — a fresh set of eyes often catches alignment issues or missing data that you might overlook.

Updating an Existing Template

To replace a template with an updated version:

1. Find the template in the library.
2. Click Edit.
3. Upload the new PDF file.
4. Verify the placeholder definitions still match.
5. Save — the new version takes effect immediately for all future documents.

Previous documents generated from the old template are not affected.