Product Documents
  • 23 Mar 2020
  • 4 Minutes To Read
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Product Documents

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The Product Documents functionality for Loan and Deposit accounts lets users generate and print documents such as contracts, receipts and statements based on a previously configured template. These templates can pull in information from the account, its transactions and account holder data via placeholders. Product Document Templates are also great for creating any kind of item which need to be signed or witnessed, for example, loan agreements or even statements and confirmations of particular transactions. Any number of different templates can be created for each product.

Please Note
A product document template is available for a specific product only so if you would like to use the same template across multiple products it will have to be created for each one. There is currently no way to automate this via the API.

Creating a Document

Documents view. All documents defined at product level will be found here.

To create a new Document:

  1. Go to the Administration section
  2. Access the product for which you want to define the template
  3. Navigate to the "Documents" tab
  4. Click "Add Document"
  5. Name the Document
  6. Select availability (account or transaction)
  7. Design the document in the document editor
  8. Save
About the Availability option
Documents available for Accounts only have access to general account information, so could be used for contracts or letters of intent, whereas transaction documents relate to individual transactions, and as such, are perfect for things like receipts or confirmations.

Using the Document Editor

Document Editor view, from where the document templates can be edited as needed.

The document editor contains the document text, placeholders, images, and its design.

Views

There are two views available:

Rich text: Works like a text editor, allowing for direct text input and some formatting control.

HTML: Displays the HTML code of the document, which can be edited directly for greater control

You can toggle between views at any time without losing any content of the document; the rich text editor converts to HTML and vice versa.

Please Note
See our article on creating templates for some more general information on using the document editor.

Page Breaks

Often when working with documents you will need to create multi-page documents. Using the HTML view, you can make inserts to add page breaks.

For a minimal implementation with no other styling information necessary you could have something like this using <style> tags:

<style>
@media print {
	.page-break	{ display: block; page-break-before: always; }
}
</style>

and then in your Template you can add <div class="page-break"></div> to the points at which you would like to break the page.

For example:

A template with the following HTML...

<style>
@media print {
	.page-break	{ display: block; page-break-before: always; }
}
</style>

<h1>header for page 1</h1>

some text on page 1

<div class="page-break"></div>

<div><h1>header for page 2</h1></div>

<div>some text on page 2</div>

<div class="page-break"></div>

<div><h1>header for page 3</h1></div>

<div>some text for page 3</div>

Would result in the following when printing:

If your CSS is complex you should import the stylesheet from a separate file hosted on a secure server. Your CSS should include a definition for a class for a page break like the following:

H1.PageBreak
{PAGE-BREAK-AFTER: always}

The CSS must be placed on the very first lines of the document template. In the HTML view template you should introduce:

<style> 
@import url("<url of your hosted CSS file>");
</style>
PAGE 01 CONTENT
<h1 class="PageBreak"> </h1>
PAGE 02 CONTENT
<h1 class="PageBreak"> </h1>
PAGE 03 CONTENT

Where PAGE 01 CONTENT appears in the code, you should include the html code of the first page you want to print. In PAGE 02 the second page, and in PAGE 03 the third one.
If you need to include more pages in the document, just add another line like this:

<h1 class="PageBreak"> </h1>
YOUR NEW PAGE CONTENT

You will not see these page breaks in the standard preview window, however, they will be reflected in the preview generated by the system print dialog.

Please be Aware
If the CSS is not showing in your template please check if you wrote @import url(); correctly, that it is between opening and closing <style> & </style> tags, and that the url points to the right file.
Please Note
If you plan to use Dropbox to host your files, please replace the ?dl=0 with ?dl=1. For example: https://www.dropbox.com/s/o8d77pvd1oq2au6/pagebreaker.css?dl=0 should instead be https://www.dropbox.com/s/o8d77pvd1oq2au6/pagebreaker.css?dl=1

Generating Product Documents

You can generate a Document from the account page by clicking on the Documents button and selecting the desired template from the drop-down menu. For any templates that include a statement section, you will also need to select a date range.

Accounts Documents from Client Profile

Printing accounts documents from Clients' Profile

  1. Navigate to the account
  2. Click document - Select the document type to be printed
  3. Review the document and print

Printing Transaction Documents

Printing loan accounts transactions from Transactions tab

  1. Go to the account - Transaction Tab
  2. Find the transaction for which the document will be printed
  3. Click on Actions and on the name of the document to be printed
  4. Review the document and print

A preview of the document will be visible for you to make sure everything is correct. Clicking the Print button will allow you to send the document to any printer or to save it as a PDF, which you can then attach to the account from the Attachments tab.

Chrome or other browsers may add their own header and footer when you try to print, which will include the URL of the page as well as the current date and time, make sure you have disabled this in the options menu before printing a document for a client

One a document has been signed, you can easily scan this in and attach it to the account following the steps here.


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