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            Create a Proof of Insurance Template and Clone the Proof of Insurance Omniscript

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            Create a Proof of Insurance Template and Clone the Proof of Insurance Omniscript

            Create a customizable Proof of Insurance template and clone an Omniscript for guided insurance proof requests.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Before you begin, make sure that you verified the Omnistudio settings.

            • 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.
            • Clone and Activate the Proof of Insurance Omniscript
              To give your users a guided path for requesting the insurance proof, clone and activate the FSCIns/RequestInsuranceProof Omniscript. Use the Omniscript as it is, or customize it to meet the needs of your business.
             
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