You need help with: Controller: Company , Action: Documents

Create Company Custom Documents Help

RMP gives you the ability to create your own custom case documents. Simply follow the instructions below to begin.

Preparing Your Document 
   1. Create Your Document - Create a Word, Excel, TXT or RTF document using whatever program you want.
   2. Saving Your Document - Save the document as any name you want, as long as it contains the word "Template." Ex: RMPRepoNoticeTemplate.docx
   3. Uploading Your Document - Mouse over "Company" in the menus and then click "Company Files" in the sub menu. Follow the instructions on that page to upload your Template file.
   4. View Your Document - Navigate to any case that you wish to view the new document for. Once viewing the Case Details page. Click on "Documents" on the top right section of the Case Details view. In the "Create" listing choose your Template File and click "Go". The file should load with the data you specified on the document.
   5. Adding Case Information To Your Document - Within the document, you can use any of the following case data. If you want the Debtor Last Name on your document it would be like this Debtor Last Name: "Job.Debtor.LastName". You can create a list of all available fields by creating a TXT file named TokenTemplate.txt that contains "Job.Tokens" and merge it with a case (Step #4 above). It will output a list of approximately 800 usable fields. Below is a list of the commonly used fields.
ID: Job.JobIDX Assignment ID: Job.JobAssignmentIDX
Status: Job.AssignedStatusDisplay Case Number: Job.CaseNumber
Date Assigned: Job.AssignedDate Account Number: Job.AccountNumber
Case Type: Job.AssignedJobTypeDisplay Client Name: Job.ParentCompanyDisplay
Area Of Operation: Job.AreaDisplay Case Classification: Job.ClassDisplay
Debtor First Name: Job.Debtor.FirstName Co-Debtor First Name: Job.CoDebtor.FirstName
Debtor Middle Name: Job.Debtor.MiddleName Co-Debtor Middle Name: Job.CoDebtor.MiddleName
Debtor Last Name: Job.Debtor.LastName Co-Debtor Last Name: Job.CoDebtor.LastName
Debtor Address Line 1: Job.Debtor.PrimaryAddress.Add1 Co-Debtor Address Line 1: Job.CoDebtor.PrimaryAddress.Add1
Debtor Address Line 2: Job.Debtor.PrimaryAddress.Add2 Co-Debtor Address Line 2: Job.CoDebtor.PrimaryAddress.Add2
Debtor City: Job.Debtor.PrimaryAddress.City Co-Debtor City: Job.CoDebtor.PrimaryAddress.City
Debtor State: Job.Debtor.PrimaryAddress.State Co-Debtor State: Job.CoDebtor.PrimaryAddress.State
Debtor Zip: Job.Debtor.PrimaryAddress.Zip Co-Debtor Zip: Job.CoDebtor.PrimaryAddress.Zip
Debtor Phone: Job.Debtor.lsContactPhones[0].PhoneNumber Co-Debtor Phone: Job.CoDebtor.lsContactPhones[0].PhoneNumber
VIN Number: Job.Collateral.VIN Year: Job.Collateral.Year
Tag Number: Job.Collateral.Tag Make: Job.Collateral.Make
Tag State: Job.Collateral.TagState Model: Job.Collateral.Model
   6. Sample Document - Click Here To View Document You can copy this entire document to Notepad and save it as directed above. Follow the above instructions to view the document with case data inserted.
   7. Other Important Information - The Word format is especially picky about token replacements, since it stores all TYPING as individual (word) blocks in the word xml format. This means that tokens must be typed continuously very quickly, or cut and paste into the document to make sure all the characters stay together. To "fix" this, simply select the entire token string and use CTRL-X, CTRL-V to cut it out of document to clipboard, then immediately paste the continuous text from clipboard back into the document.


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