Power Broker offers integration capabilities to allow merging of data from the Customer and Policy databases into an MSWord2000® document

Before you can begin using the MSWord2000® integration, the following items need to be addressed -

·          Install and configure Microsoft Office 2000® (See Appendix A)

·          Configure Power Broker for Microsoft Word2000® integration (User Preferences screen, and Define Your Company Screens) (See Appendix A)

·          Configuring the MSWord2000® sample templates that have been included with Power Broker (See Appendix B)

Once all these steps have been completed, each user will be able to create, edit and print Power Broker/MSWord2000 documents, as well as forms generator documents from various areas of the Power Broker system, including the Customer and Policy Screens, Marketing List Section, and Policy Renewal List Section.  The MSWord2000® integration is available through:

·          Customers – Customer & Prospects – Forms

·          Customers - Customer Marketing Lists

·          Customers – Customer \ Prospect Xdate Lists

·          Policies      -   (Automobile, Habitational and Commercial Business) – Forms

·          Policies      - Renewal Lists

·          Policies      - Print Cancelled Policy by Producer Report

·          Forms        - Print Microsoft Office 97® Form Letter(s)

Creating a new Template

Creating a form template creates a ‘Master’ Form from which all users can use to create MSWord2000® documents from. When creating a Word2000® document users will be selecting a template form from which the document will be created.

From the ‘Home Page’ main menu, select the Forms icon, the Forms system function menu select the ‘Create or Edit Word97 Form Letter’ option

Once you are in ‘Create or Edit Word97 Form Letter’ option, you will see a browse window with all the exisiting MSWord97® template forms. At this point select the [Create New Form] button on the bottom of the screen.

When creating a new form template, you will be prompted for the form name, form description, form language, and the database that the information will be drawn from.

Once you have entered all the required information select the [Proceed >>] button, this will launch MSWord

You will now return to Power Broker, the creation of the MSWord2000® Template form is complete.

Editing an existing template

Editing an existing template allows the user to change to contents of the template form.

From the ‘Home Page’ main menu, select the Forms/Rating icon, the Forms system function menu select the ‘Create or Edit Word97 Form Letter’ option

Once you are in ‘Create or Edit Word97 Form Letter’ Option, you will see a browse window with all the existing MSWord2000® template forms. At this point select form that you want to edit in the browse window then select the [Select Form] button, next select the [Edit Form] button on the bottom of the screen.

When editing an existing form template, you have the option of editing the form description, Form Language and the Save Word Document fields.

 Once you are done editing the fields select the [Proceed >>] button, this will launch MSWord. 

Duplicating a template

Duplicating a template allows the user to create a new template from an existing template form.

From the ‘Home Page’ main menu, select the Forms icon, the Forms system function menu select the ‘Create or Edit Word97 Form Letter’  option

Once you are in ‘Create or Edit Word97 Form Letter’ Option, you will see a browse window with all the existing MSWord97® template forms. At this point select the form that you want to duplicate in the browse window then select the [Select Form] button, next select the [Duplicate Form] button on the bottom of the screen.

When creating a new template form using duplicate option, you will need to specify the new template name and description.

Once you have entered all the required information select the [Proceed >>] button, this will launch MSWord.

To print an MSWord2000® form from either the customer screen or policy screen, select the [Forms] button from the option bar. In the list of forms available select the Word97 Generator option

 
You now return to Power Broker.

 
To view a saved MSWord2000® document from either the customer screen or policy screen, select the [Abeyance/Docs] button from the option bar.

In ‘Define Your Company Information’ – Screen 5 you need to set up the Power Broker drive letter and directory – See below

Getting Started Using Microsoft Word2000 ® Integration Click here to download this document Power Broker offers integration capabilities to allow merging of data from the Customer and Policy databases into an MSWord2000® document Before you can begin using the MSWord2000® integration, the following items need to be addressed -   ·          Install and configure Microsoft Office 2000® (See Appendix A) ·          Configure Power Broker for Microsoft Word2000® integration (User Preferences screen, and Define Your Company Screens) (See Appendix A) ·          Configuring the MSWord2000® sample templates that have been included with Power Broker (See Appendix B)   Once all these steps have been completed, each user will be able to create, edit and print Power Broker/MSWord2000 documents, as well as forms generator documents from various areas of the Power Broker system, including the Customer and Policy Screens, Marketing List Section, and Policy Renewal List Section.  The MSWord2000® integration is available through: ·          Customers – Customer & Prospects – Forms ·          Customers - Customer Marketing Lists ·          Customers – Customer \ Prospect Xdate Lists ·          Policies      -   (Automobile, Habitational and Commercial Business) – Forms ·          Policies      - Renewal Lists ·          Policies      - Print Cancelled Policy by Producer Report ·          Forms        - Print Microsoft Office 97® Form Letter(s)    Note - When launching the Power Broker/MSWord97® integration you can not have Miscrsoft Word2000® open or Microsoft Excel® open before starting the integration   Creating / Editing  Duplicating Power Broker/MSWord97® Templates Creating a new Template Creating a form template creates a ‘Master’ Form from which all users can use to create MSWord2000® documents from. When creating a Word2000® document users will be selecting a template form from which the document will be created. From the ‘Home Page’ main menu, select the Forms icon, the Forms system function menu select the ‘Create or Edit Word97 Form Letter’ option Once you are in ‘Create or Edit Word97 Form Letter’ option, you will see a browse window with all the exisiting MSWord97® template forms. At this point select the [Create New Form] button on the bottom of the screen. When creating a new form template, you will be prompted for the form name, form description, form language, and the database that the information will be drawn from.   Form Name - This is the name of the form (max 8 characters) that will appear when you select forms.   Form Description - This is the form description (max 80 characters), this will also be the default form description when saving the form to the customer’s file.   Form Language - Select E for English or F for French characters Database - This is where the information for the form will be drawn from. 1 – Customer (Basic) This form will be available from both the Customer and Policy Screens, Marketing Lists and Policy Renewal Lists   Information will be taken from the customer database and include basic customer information, producer, brokerage address, branch address. 2 – Customer with Networth This form will be available from both the Customer and Policy Screens, Marketing Lists and Policy Renewal Lists Information will be taken from the customer database and include all customer information, producer, brokerage address, branch address. 3 – Customer With Policy          Summary         4 – Policy (Basic)         This form will be available only from the         Policy screens and Policy Renewal         lists Information will be taken from both the customer database and policy database and include basic customer information, producer, brokerage address, branch address, basic policy information, insurer and CSR.   5 – Automobile Policy Detailed       This form will be available only from the            Automobile and Commercial Automobile          screens                  Information available from the Automobile or Commercial Automobile Policy Screens, and allows for the integration of all of the data fields from the vehicle, driver and automobile coverage records.  An easy to use help window allows you to select the desired vehicle and driver record.     6 – Automobile Policy  Summary          This form will be available only from the            Automobile and Commercial Automobile          screens                 Information available from the Automobile or Commercial Automobile Policy Screens, and allows for the integration of the more commonly required data fields for up to 5 vehicle / coverage records and for up to 5 driver records.  Easy to use help windows allow you to select the vehicle and driver records that you wish to integrate into the Word97 form letter   7 – Habitational Policy Detailed        This form will be available only from the             Habitational policy screens                 Information available from the Habitational Policy Screens, and allows for the integration of the full Location, Rating, Underwriting and Coverage’s information for any one property / location.  An easy to use help window allows you to select the location.   8 – Commercial Business Policy Detailed        This form will be available only from the             Commercial Business policy screens                 Information available from the Commercial Business Policy Screens, and allows for the integration of the full Location, Rating, Underwriting and Coverages information for any one property / location.  An easy to use help window allows you to select the location. Save Word document - When set to ‘Y’ this option will also save the MSWord97® document into the \WORD97\DOCS folder. When viewing this document from the [Abeyance/Doc] browse window, Power Broker will launch the saved MSWord97® for review and/or printing   Once you have entered all the required information select the [Proceed >>] button, this will launch MSWord   Once MSWord2000® has started, the following dialog appears. The Clippit Office Assistant will guide you through the creation process. NOTE: If the Clippit Office Assistant is not turned on, the integration will not work. Select the [OK] button to start You are now ready to begin designing your form template.   To insert a data merge field select the [Insert Merge Field] button, a popup of all available fields will appear, scroll through the field list and select the appropriate field to insert into the template form See Appendix C for a list of the fields and their descriptions. When you have finished, remember to select the        [Save Form and Return to PowerBroker] button to return to Power Broker DO NOT use the any other method of exiting MSWord2000® You will now return to Power Broker, the creation of the MSWord2000® Template form is complete. Editing an existing template Editing an existing template allows the user to change to contents of the template form. From the ‘Home Page’ main menu, select the Forms/Rating icon, the Forms system function menu select the ‘Create or Edit Word97 Form Letter’ option Once you are in ‘Create or Edit Word97 Form Letter’ Option, you will see a browse window with all the existing MSWord2000® template forms. At this point select form that you want to edit in the browse window then select the [Select Form] button, next select the [Edit Form] button on the bottom of the screen. When editing an existing form template, you have the option of editing the form description, Form Language and the Save Word Document fields.    Once you are done editing the fields select the [Proceed >>] button, this will launch MSWord.  Duplicating a template Duplicating a template allows the user to create a new template from an existing template form. From the ‘Home Page’ main menu, select the Forms icon, the Forms system function menu select the ‘Create or Edit Word97 Form Letter’  option Once you are in ‘Create or Edit Word97 Form Letter’ Option, you will see a browse window with all the existing MSWord97® template forms. At this point select the form that you want to duplicate in the browse window then select the [Select Form] button, next select the [Duplicate Form] button on the bottom of the screen. When creating a new template form using duplicate option, you will need to specify the new template name and description.   Once you have entered all the required information select the [Proceed >>] button, this will launch MSWord.   Printing MSWord2000® Forms from the Customer/Policy Screens To print an MSWord2000® form from either the customer screen or policy screen, select the [Forms] button from the option bar. In the list of forms available select the Word97 Generator option     Next, select the form that you want to print in the browse window then select the [Select Form] button at the top of the screen.   Once you have selected a form, select the [Proceed >>] button on the bottom of the screen to start the Power Broker/MSWord97® integration     Next, a pop up dialogue box appears. If you would like the form to be saved to the customer file, and an entry added into the ‘Abeyance/Doc’ section, select ‘Y’ to the ‘Save Memo to Customer’s File’ question If you selected to save the form to the Customer file, you need to complete the abeyance date, abeyance item completed, producer code and description fields, then select the     [Proceed >>] button to start MSWord2000® Power Broker will now start Microsoft Word2000® and begin the integration Once MSWord2000® has started, the Clippit Office Assistance will guide you through the printing and saving of your document. If you would like to edit the form, select the ‘Pre-Edit document before printing’ check box, if you do not select the check box to pre-edit the form there will be no other opportunity to edit the form before or after printing.     Select the [OK] button to begin. If you selected to Pre-Edit the document, the office assiant will disappear, and now you have the opportunity to edit the form. When you are done, press the [Continue with Printing of Document]   Note – You pre-edit the form before data is merged into the document Next, the print dialogue box appears, select the [OK] to begin the data merge and print the document Next, the Clippit Office Assistant will appear again, if the document did not print, or if there was a problem select the [No] button option to re-print.   If everything is ok, then select [Yes] button to continue.     If this document is being saved to the customer file, the following dialogue box appears, notifying you that the document is being saved, select the [OK] button to return to Power Broker   You now return to Power Broker. Viewing a saved MSWord2000® document   To view a saved MSWord2000® document from either the customer screen or policy screen, select the [Abeyance/Docs] button from the option bar. A browse window will appear containing the entire customers abeyance / documents, select the item that you wish to view, this is done by placing the mouse cursor on the record, and pressing the left mouse button. Once the item is selected a white box will appear, the item is now selected. Press the right mouse button to view the item.   If the item is an MSWord2000® document, and the form was saved to the customers file, then Power Broker will launch the document in Microsoft Word2000®.   Once you are in Microsoft Word2000®, to return to Power Broker, just exit MSWord2000®.       Appendix A Setting up Power Broker In ‘Define Your Company Information’ – Screen 5 you need to set up the Power Broker drive letter and directory – See below   In this example Power Broker is installed on the D:\BRO directory. Once this is done, exit and re-enter Power Broker, and then run the ‘Pack & Re-Index’ utility. This will create directories in the \BRO directory based on the user ID. These directories are where Power Broker will create and edit Word2000® documents. In the ‘User Preferences’ section each user will need to select ‘MSWord97’ as the word processing software and define the start up directory and file. Select the <BROWSE> button to locate Winword.exe file, it should be located at –C:\Program Files\Microsoft Office\Office\Winword.exe, because Power Broker operates on all versions of Windows, the locate window shows the Dos format of the directory listings, for example ‘Program Files’ will look like ‘Progra~1’ if you have multiple directories that start with ‘Mircosoft . . “ then when looking for the Microsoft Office folder you will see –   Micros~1 Micros~2 Micros~3 You will need to search through all these folders until you find the correct one. To simplify matters, when installing the Microsoft Office package, change the installation folder from ‘Microsoft Office’ to ‘Office2000’, this will make searching for the Winword.exe easier .   Installing / Configuring Microsoft Office2000 These setup procedures need to done on each users computer who is running the Power Broker / MSWord97® integration. Note - if you do not feel comfortable making changes, please have your hardware or network technician make these changes. The following steps will help with the installation of Microsoft Office2000®. Changing the install Path Change the path from   *:\ProgramFiles\Microsoft Office to *:\ProgramFiles\Office2000. Select in the Installation Type When installing MSOffice2000® you have the option to choose which office components to install. The installation procedure will default to a  ‘Typical’ type, this will install all the necessary programs and files You can choose which components to install by clicking on the ‘+’ sign or the drop down arrow box. This will allow you to add or remove certain program functions. Running MSWord97® Integration for the first time  When running the MSWord2000® integration for the first time, you will see a warning dialogue box, this happens when you run macros in MSWord2000®. To enable the macros: Select the ‘TOOLS’ menu bar and then the ‘Macro’ option. From there select the Security option and turn the macro protection to ‘LOW’.      Select the ‘O.K.’ button, Setting up Windows95/98 These setup procedures need to done on each users computer who is running the Power Broker / MSWord2000® integration.   Note - if you do not feel comfortable make changes to Windows95 and Word97, please have your hardware or network technician make these changes. Configuring the ODBC drivers in Windows95/98 In the Control Panel, select the 32bit ODBC icon. Once inside the 32bit ODBC control panel, select the  dBase Files and the dBase Files-Word in the list of data sources and press the [Remove] button. These files are not required for the operation of MSWord integration, and will have no affect on any other operations in MSWord97. (See below) Removing the dBase ODBC drivers will prevent this dialogue box appearing every time the MSWord97 integration launches and tries to merge data from Power Broker   Appendix B Configuring Power Broker MSWord2000® template samples Power Broker has included sample MSWord2000® form templates. These forms need to be edited before they can be used. This procedure need only be done once for each letter, the first time the Power Broker/MSWord2000® integration is set up. In Power Broker, select the ‘Create or Edit Word97 Form Letter’ from the [Forms] menu. Once inside, highlight the first form in the browse table; press the [Select Form] button and then the [Edit Form] button. When the ‘Edit Word97 Form’ dialog box appears, select the [Proceed >>] button to start MSWord2000® Once MSWord2000® has started, the following dialog appears Select the [Details] button Next, the following dialog box will appear. Select OK You will then receive the following: Now press the [Options] button.   The last message that you will receive is: Select the [Remove Data / Header Source] option.           Now that the MSWord2000® form has been reassociate with the database, the integration will continue. You should see the Clippit Office Assistant, who will guide you though editing and saving the form.   Just select the [OK] button, and the [Save Form and Return to Power Broker] button to finish.     Repeat these steps for all sample forms in the browse window.