Specific Merge Operations

Last modified

Overview

Each Document Template that forms part of the system has pre-configured merge operations.  This section provides an overview of those options.

Specific merge options

Each Document Template that forms part of the system has pre-configured merge operations.

The specific operations cause the Document Template to perform certain behaviour.

Following are some specific examples of Document Templates that perform specific operations:

Dividends

A Dividend Document Template prompts for selection of a dividend.

The output document derives the data for dividend replace fields from the selected dividend.

These templates are usually assigned to the Dividends category.

Meetings

A Meeting Document Template prompts for selection of a meeting.

The output document derives the data for meeting replace fields from the selected meeting.

These templates are usually assigned to the Meeting category.

Assets

An Assets Document Template prompts for selection of creditors which hold specific charges over assets.

Note

To create a new template which preserves or replicates the same specific merge operation of an existing template, you will need to create a new template based on an existing template.  For example, a notice to secured creditors can be set so the default recipients are the secured creditors on that appointment.

Specific Operations may be configured using the Document Template merge options.

Page statistics
276 view(s) and 4 edit(s)
Social share
Share this page?

Tags

CCH Insolvency

Comments

You must to post a comment.

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |