> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aiinsurance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Event Reserve Updates Smart Tag

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.

<Note>For more information about smart tags and how they work, see the [Smart Tags documentation](/platform/components/smart-tags).</Note>

## 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)
   <img src="https://mintcdn.com/aiinsurance-1ef97d09/GRGUt4U7aZ9OA19o/events/images/create-new-form.png?fit=max&auto=format&n=GRGUt4U7aZ9OA19o&q=85&s=9344cd600ecfb1051009dd85638c14cc" alt="create new form" width="2870" height="1264" data-path="events/images/create-new-form.png" />
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.
   <img src="https://mintcdn.com/aiinsurance-1ef97d09/OaNqxItJlfSdNih_/events/images/event-reserve-tag.png?fit=max&auto=format&n=OaNqxItJlfSdNih_&q=85&s=ee4fac59f0da6396bed5d80f845100a7" alt="event reserve tag" width="2570" height="1322" data-path="events/images/event-reserve-tag.png" />

> The tag can also be inserted later when editing a generated form (see step 3).

## 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.
   <img src="https://mintcdn.com/aiinsurance-1ef97d09/OaNqxItJlfSdNih_/events/images/event-claim-record.png?fit=max&auto=format&n=OaNqxItJlfSdNih_&q=85&s=4b3f0c6575a4fe3f12a73176115a5401" alt="event claim record" width="2876" height="712" data-path="events/images/event-claim-record.png" />
4. On the event page, click the **Actions** dropdown in the top-right corner.
5. Select **Generate Claim Form** from the dropdown menu.
   <img src="https://mintcdn.com/aiinsurance-1ef97d09/OaNqxItJlfSdNih_/events/images/generate-claim-form.png?fit=max&auto=format&n=OaNqxItJlfSdNih_&q=85&s=07f464855110a92234e2b38ca1a8115c" alt="generate claim form" width="2548" height="582" data-path="events/images/generate-claim-form.png" />
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.
   <img src="https://mintcdn.com/aiinsurance-1ef97d09/OaNqxItJlfSdNih_/events/images/generate-event-form.png?fit=max&auto=format&n=OaNqxItJlfSdNih_&q=85&s=131e8599356d72d27ec73d034928a2df" alt="generate event form" width="1262" height="468" data-path="events/images/generate-event-form.png" />

## 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**
     <img src="https://mintcdn.com/aiinsurance-1ef97d09/OaNqxItJlfSdNih_/events/images/edit-existing-form.png?fit=max&auto=format&n=OaNqxItJlfSdNih_&q=85&s=f6676bc8187269ea129e4455caa29b73" alt="existing form" width="2576" height="1276" data-path="events/images/edit-existing-form.png" />
  2. Click **Insert Smart Tag** and pick **Event Reserve Updates** (if it wasn't already in the template).
  3. Save or download as needed.
