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            Create a Proof of Insurance Template

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create a Proof of Insurance Template

            To fill the Insurance proof details that are required for Insurance Proof, create a PDF template. These form fields are used by Omnistudio Data Mapper to fill the PDF form.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To activate the Proof of Insurance Omniscript: Customize Application
            1. Switch to Salesforce Classic.
            2. Click the plus symbol and then select Documents.
            3. Click New.
            4. Click Choose File, and from Documents, select FSCInsRqstInsPrfAttachmentTemplate.
            5. In Folders, select Shared Documents, and then save your changes.
            6. Switch to Salesforce Lightning.
            7. In the Omnistudio app, from the navigation bar, select Omniscripts.
              It can take a little time for the Omniscripts app to open.
            8. Select FSCIns/RequestInsuranceProof.
            9. Click the CreateAttachment action.
            10. Click the link icon next to FSCInsRqstInsPrfPdfMapper Pre-Transform DataRaptor Interface.
            11. Map the fields in the source data to the fields in the output PDF.
              Note
              Note The field names in the PDF output must be the same as the field names in the PDF template.
             
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