The Event Reserve Updates smart tag automatically summarizes reserve changes on a claim/incident and renders them into your form (e.g., a Claim Report). This guide shows how to add the tag to a form template and how users generate a form from a claim/incident.
For more information about smart tags and how they work, see the Smart Tags documentation.

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1. Create (or edit) a Claim/Incident form template

  1. Go to Company Settings on your side bar. Navigate to Form
  2. Create a new form (or open an existing one) create new form
  3. Set Category to Claim/Incident.
  4. In the form editor, click Insert Smart Tag (top-right).
  5. From the sidebar, select Event Reserve Updates to insert the tag where you want the table to appear.
  6. Save the template. event reserve tag
The tag can also be inserted later when editing a generated form (see step 3).

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2. Use the template from a claim/incident

  1. Go to the Events tab on your sidebar.
  2. Select either Claims or Incidents tab depending on your event type.
  3. Find and click on the specific Event (claim/incident) record you want to generate a form for. event claim record
  4. On the event page, click the Actions dropdown in the top-right corner.
  5. Select Generate Claim Form from the dropdown menu. generate claim form
  6. Choose your Claim/Incident template that includes the Event Reserve Updates tag.
  7. Click Generate. The system generates a document and populates the smart tag from the event’s reserve data. generate event form

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3. Edit a generated form

  • If you need to tweak the output or add the tag after generation:
    1. Open the generated form you created before. Click Edit existing form
    2. Click Insert Smart Tag and pick Event Reserve Updates (if it wasn’t already in the template).
    3. Save or download as needed.