Template Documents

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Template Documents

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oThe Template Document Form allows a user to update the nature of the document record created once generated for a client communication

oProperties such as the document output format as well as the document name can be edited here

oThe document type selected here also determines the recipients that will be automatically inserted when generating the associated communication

Click on the following headings to expand:

Minus18Template Documents

oThis browse allows the user to create customized reports (such as legal documentation and) by use of Simplicity's own fully integrated document editor.

tempDocs1

 

Minus18The following Features can be found on the Document Merge Form:

·Attachment Type:

oThis  allows the user to select the document type.

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

 

·Description:

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

 

·Martial Status:

oThis allows the user to select the martial status of the client.

 

·Target Type:

oThis allows the user to select the format the document will be merged in.

 

·Document Required:

oThis allows the user to select if an document is required.

 

 

 

Minus18Simplicity Text Editor

oThe Simplicity text editor allows the user to edit the content of the document.

oMerge fields can be inserted into the document which will incorporate a client's data that is saved in the Simplicity database.

oThe document can also be exported directly to MS Word in order to save the document as a file in the hard disk.

TextEditor

 

 

Minus18The following Features can be found on the Simplicity Text Editor:

· OpenFileOpen 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.

 

· SaveSimpSave 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.

 

 

· PrintSimpPrint:

oThis allows the user to print the document.

 

· OrientationLandscape/Portrait:

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

 

· copySimpCopy:

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

 

· CutPaste:

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

 

· cutsimpCut:

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.

 

· RedoUndo\Redo:

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

 

· FindTextFind Text:

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

 

· ReplaceTextReplace Text:

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

 

· InsertTableInsert Table:

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

 

· InsertPicInsert Image:

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

 

· TextFormatFormat Character:

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

 

· FormatParagraphFormat Paragraph:

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

 

· HeadseFooterHeader And Footer Settings:

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

 

· FontFont 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.

 

· TextHighlightText 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:

TextFormatBar

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

 

Minus18Merge Fields Tree:

oThe Merge Field Tree allows the user to add merge fields to the document.

oMerge fields are place-holders that draw specific information form the database and insert it into the place-holder's position when merged (information such as Client, Creditor, Company Details).

MergeFieldTree

· MergeButtonSimpMerge Field Button:

oThis allows the user to insert the selected merge field into the document.

 

· clip0017Merge Table:

oThis allows the user to insert a predetermined table into the document.

§Each table contains various merge fields pertaining to the selected merge table.

oIn the case where more than one table exists a table variations window will appear with a further selection of tables

§Below is an example of the Obligation variation Table.

MergeTableSimp

 

 

Table Note:

TableNote

oThis will display a note informing the user as to the nature of the selected table.

 

· MergeOnMerge Field available:

oThis icon informs the user that the selected topic can be inserted as a merge field.

 

· MergeOffMerge Field un- available:

oThis icon informs the user that the selected topic cannot be inserted as a merge field.

 

 

 

   

 

Minus18Additional Security

oThis toolbar allows the user to set up the security settings for feature or windows in Simplicity by clicking on the icon or feature that you want access granted or access denied.

oThis will allow certain users to have access to certain features on the (*Subject*) browse.

ActivateSec

This is an example of the Set Security Browse