Creating new shells using a wizard

ClaimMaster lets you easily convert your existing Office Actions or other documents into shell templates that can be used with the shell generation tool.  



Getting Started


  • In Word 2007 or later - from the ClaimMaster Ribbon, click on the Preferences menu, then select Shell Creation Wizard  (item # 13)
  • In Word 2003 or earlier - from the ClaimMaster toolbar, click on the Preferences menu, then select Shell Creation Wizard  (item # 13)



Feature Options

You will be presented with the following window, which will allow you to convert the existing document, such as an Office Action reply, to a new shell, such as shown here and here:




Step 1:        Convert an existing document to a new shell


    1. Click this button to convert the existing Word document to a new shell.  As part of this process, you will need to select a new shell name and specify the location of the original document, as shown below, then click "Save".

    1. Once the conversion process complete, ClaimMaster will create a new template with the shell name you specified at the %APPDATA%\ClaimMaster\Shells\ directory, specified at this location.  In addition, the new shell will now appear in shell listings in the Shell Generation tool.


Step 2: Insert desired replacement fields into the new shell


    1. The new template will be opened for editing at this point.  You have a list of all of the available replacement fields with explanations provided in window 3.  Simply select any one of the fields and then click "Insert ..." button below (item 4) to insert the field in the open shell document at the current cursors location.
    2. Press this button to insert the field in the open shell document at the current cursors location.
    3. When you are done making edits to the shell document, simply save and close it.  It is now available in the list of configured shells in the Shell Generation tool.