·Edit main Doc:

oThis control allows the user to edit the main document by changing the necessary text and format and inserting the desired merge fields before merging, sending or saving the document.

·Merge Doc:

oThis control allows the user to merge the document which will populate the merge fields with the selected client's data.

oThe option to mail or save the document to the client/creditor CRM will be available if a "Type" and "Merged File" value has been inserted

·Document Filter:

oThe document filter allows the user to filter the browse according to specific letters.

oAll Letters: This filter will display All Letters on the browse.

oSimplicity Letters: This filter will display Simplicity Letters on the browse.

oMS Word Letters: This filter will display MS Word Letters on the browse.

oPre Formatted Letters: This filter will display Pre Formatted on the browse.

·Per Consultant:

oThis check box allows the user to filter the clients according to the selected consultant.

·Filter:

oThis allows the user to filter the list of clients according to specific criteria.

oActive Clients: This displays a list of clients either locally active only or active at the PDA.

oInactive Clients: This displays a list of clients either locally inactive only or inactive at the PDA.

oTerminated Clients: This displays a list of clients either locally terminated only or terminated at the PDA.

oPaid Up: This displays a list of terminated clients for which the terminated reason is "all paid up".

oAll Clients: This displays a list of clients regardless of their status.-

·CRM:

oThis opens a window that will display all the clients' crm records.

·Sub Filter:

oThis allows the user to filter the list of clients according to specific criteria based on the selected main filter.

oAll: This displays a list of all clients filtered by the selected main filter.

oChanges to Upload: This displays a list of clients, filtered by the selected main filter, for which the plans need to be uploaded after a change was made to the client record.

oUniversal Rule Set: This displays a list of clients, filtered by the selected main filter, for which the rule set is Universal Rule Set.

oDeactivated by PDA: This displays a list of clients, filtered by the selected main filter, for which the plans have been deactivated by the PDA.

oIncomplete: This displays a list of clients, filtered by the selected main filter, for which the record is currently on an incomplete status (certain criteria has not yet been fulfilled in order to successfully validate a Universal Rule Set proposal or save the client file and generate a plan).

oInvalid Reference: This displays a list of clients, filtered by the selected main filter, for which one or more creditor reference combinations did not pass the validation check at the PDA.

oNot Uploaded: This displays a list of clients, filtered by the selected main filter, for which the client record and plan have not been successfully uploaded.

oUpload Done: This displays a list of clients, filtered by the selected main filter, for which the upload has been successfully done.

oUpload Failed: This displays a list of clients, filtered by the selected main filter, for which the upload has failed.

oUpload Pending: This displays a list of clients, filtered by the selected main filter, for which the upload is currently being done.

oValidate Failed: This displays a list of clients, filtered by the selected main filter, for which the validation process returned invalid creditor reference combinations according to the validation check at the PDA.

oValidate Passed: This displays a list of clients, filtered by the selected main filter, for which the validation process returned valid creditor reference combinations according to the validation check at the PDA.

·Show Leads:

oThis check box allows the user to display all the leads.

·Per Consultant:

oThis check box allows the user to select the clients per consultant.

·Per Branch:

oThis check box allows the user to select the clients per Branch.

·Description:

oThis allows the user to insert a name for the document.

·Document Type:

oThis  allows the user to select the document type.

oThis type will also be used when saving the document in the CRM record.

·Merge File Name:

oThis allows the user to insert an extension for the merged file.

oThis extension will be appended to the "Document Description" when saving the file.

·Note:

oThis allows the user to insert a note for the merged document.

· Open File:

oThis allows the user to open an existing file in the editor and load an Exported Document from Word.

oThis also allows the user to import a document that was edited in MS Word using the "Export To Word" option.

§Load Exported Document from Word: This allows the user to import a document that was edited in MS Word using the "Export To Word" option.

· Save File:

oThis allows the user to save all changes made to the main document

§Save and Close: This option allows the user to save the changes that was made to the document and close the document.

§Save As: This allows the user to save the merged document, as a specific format to a specific location.

§Export to PDF: ThisAllows the user to export the main document to MS Word for further editing.

·Merged fields cannot be added in MS Word while editing in this manner, this is primarily a formatting option.

·Once the desired changes have been made, the document must be saved and MS word closed in order to import into the Simplicity editor.

·Use the "Open File" option to import the edited document.

§Export to Word: This allows the user to export the merged document to PDF.

· Print:

oThis allows the user to print the document.

· Landscape/Portrait:

oThis toggle allows the user to switch the orientation of the document between Landscape to Portrait.

· Copy:

oThis allows the user to copy the selected text, images, tables etc to the clipboard.

· Paste:

oThis allows the user to paste the clipboard content to the document.

· Cut:

oThis allows the user to cut the selected text, images, tables etc into the clipboard, this selected content will also be removed from the document.

· Undo\Redo:

oThis allows the user to undo or redo the last action.

· Find Text:

oThis allows the user to find the inserted content in the document.

· Replace Text:

oThis allows the user to replace the inserted content in the document.

· Insert Table:

oThis allows the user to insert a table/s in the document.

· Insert Image:

oThis allows the user to insert an image/s in the document.

· Format Character:

oThis allows the user to alter the face, size, attributes etc of the selected text.

· Format Paragraph:

oThis allows the user to alter the formatting, indentation, distances etc of the selected texts paragraphs.

· Header And Footer Settings:

oThis allows the user to alter the margins, headers, columns of the selected text and/or page.

· Font Colour:

oThis allows the user to select and apply a colour to the selected text.

§Clicking on the colour bar below the the icon will "Quick Apply" the last selected colour.

· Text Highlight Colour:

oThis allows the user to select and apply a colour to the background of to the selected text.

§Clicking on the colour bar below the the icon will "Quick Apply" the last selected colour.

·Text Format Bar:

oThis allows the user quick accesses to a selection of formatting tools.

Merge Fields Tree: