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Before you begin

This tutorial walks you through the most widely performed forms processing activities: creating a policy and creating a policy renewal. The tutorial provides data to use and scenarios which simulate actual policy processing activities. Upon completing the tutorial, you will have created, printed, and renewed an insurance policy.

This tutorial provides instruction in the following activities:

Part I

The above tasks create and print a new policy. The printed forms of the policy appear at the end of this chapter so that you can check your work..

Part II

Part II of the tutorial renews the policy you created in Part I.

Before beginning the tutorial, you should:

See the Documaker Desktop Installation Guide for information on downloading the software from e-delivery, installing the software, installing sample resources and setting up system icons. The Documaker Desktop Installation guide is available on Oracle Technology Network http://www.oracle.com/technetwork.

One of the steps in the tutorial involves printing your transaction. Print choices include PCL, PDF and GDI. If you will be printing to PCL or GDI, make sure that the printer you will be using is active and configured in your system.

Log on to the system using USER1 as both your ID and your password.

In this activity, you organize the forms for a new policy, and enter the data for the new policy.