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Defining Proposal Templates for Group Policies

Proposal Templates with a particular definition allow you to create and manage proposals related to group policies. You define templates using the Administration - Document screen Proposal Templates view.

To create an proposal template for group policies

1. Navigate to Site Map > Administration - Document > Proposal Templates.
2. In the Proposal Templates list, add a record.
3. In the Name field, type a name for the template.
4. In the Category field, select Insurance Proposal.
5. Complete the remaining necessary fields.

For more information, see Applications Administration Guide.