Import an existing Document

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    This section provides an overview of creating a new Document Template.

    Import an existing Document

    1.    Open the Manage Document Templates form.

    From the Job toolbar select: Circulars and Mailing > Manage Document Templates.

    2.    Select a Document Template Category

    From the category drop-down, select the General > Assets and Secured Claims category.


    3.    Click [Import].

    The locate file dialog appears.


    4.    Select an MS Word Document or Template.

    Locate a document or template and click [Open].

    5.    Confirm the name of the template

    The Confirm Filename dialog appears.  Click [OK] to confirm the filename.


    The system creates a new Document Template.  A copy of the document is saved into the Document Templates directory.


    6.    Edit and copy in Replace Fields and Merge Codes

    Click [Edit] to open the document for editing.  In this example, you will see there are no Replace Fields in this document, only highlighted placeholder text.


    7.    Type (or cut and paste) replace fields into the imported Document Template.




    The job name


    The job suffix (e.g. In Liquidation)


    First job appointee’s full name


    Returns the singular form of the appointee position (e.g. Joint Liquidator)


    Today’s date in long format


    Practice default mailing address (on one line separated by commas)


    DX Number


    DX Location


    A full list of Replace Fields may be obtained from Manage Document Templates > Reports > Replace Field Listing.

    A full list of available Word merge fields is also available from the same location.


    Word merge fields may not be typed in directly due to their formatting.  Where field combinations are inserted manually, the field boundaries { } are inserted with CTRL+F9 and not typed directly from the keyboard.  Alt-F9 toggles between { } and « » (which is not the same as << and >>).

    To confirm what you have is a Word merge field, click once between the { } or « ».  The whole field should become grey:File:test/insolvency/210_19+System+Administration/070_Import+an+existing+Document/ExistTemplate6.png

    Alternatively, select either { or «.  The whole field should become highlighted:File:test/insolvency/210_19+System+Administration/070_Import+an+existing+Document/ExistTemplate7.png

    To insert your own Word merge fields, hit CTRL-F9 then immediately type “MERGEFIELD ” plus the word merge field (e.g., Company Name) so that the field looks like { MERGEFIELD Company name }.  Note that there are spaces between the braces and the text.


    If you are having difficulty with Word merge fields, it is suggested that you open a Document Template which already has merge fields in it, and copy and paste the entire field.  You should then confirm that the field has retained its functionality by checking as above.

    8.    The Document template now looks like this:


    9.    Once you have finished editing the Document template, save and exit the document to return to the system.

    10.    Once the new template is imported, it is available from the Job toolbar.  Exit from the Manage Document Templates screen and from the Job toolbar select Circulars and Mailing > General > Imported Template.


    Imported Template is the name of the imported file.