Chapter 10. Creating documents and mailing labels
The Documents menu in HandiAsset 2015 enables you to generate letters and documents.
The following two methods are available:
The Document Editor – an in-built simple text editor for creating letters and documents.
Client information can be mail merged into the document if field codes are used to create a
standard document.
Microsoft Word™ – HandiAsset 2015 is able to interface with Microsoft Word™ (Word 6 or greater). This facility provides access to all the features of Microsoft Word™, such as tables and graphics. Client information can be mail merged into the document if field codes are used to create a standard document.
The Document Manager
If you have the HandiSoft Practice Manager – Contact program installed, you have the option of using the Document Manager to handle your documents instead of the HandiAsset 2015
Documents menu functions. The Document Manager provides advanced document handling capabilities including a system of electronic filing cabinets, with drawers and folders, for storing document files.
For more information, please refer to the "Advanced Features 2015" manual.
For more information, please click here.
Standard documents and field codes
A standard document is a document that can be used by multiple clients. Field codes are used to insert client information into the standard document. When the standard document is printed, the field codes are replaced with information from the client database.
You can create standard documents using both the Document Editor and Microsoft Word™.
For more information on standard documents, please refer to the "Advanced Features 2015" manual.
Mailing labels
You can print mailing labels from all HandiSoft products.
Before printing the labels, it is important that the software is set up correctly for the type of labels that you are printing.
Labels may be printed out for a specific grouping of clients in a number of ways. The labels may be printed for the client that you currently have selected, for clients that you have tagged in the Client database, or for those clients who meet certain conditions.
For information on printing mailing labels, please refer to the "Advanced Features 2015" manual.
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Chapter 10. Creating documents and mailing labels HandiAsset 2015
Filters and matching conditions
HandiAsset 2015 provides you with the ability to perform a function like printing a document for clients that meet a certain criteria. This criteria may be a large number of items, some examples are:
Clients assigned to a specific partner in your firm.
Individuals with date of birth above a specified date.
Clients who have 'Flag 1' (a user defined field in the Client database) selected. This may be used in a situation where some clients receive a newsletter. All clients who are to receive the newsletter would have Flag 1 selected in the Client database. The newsletter would then be printed out only for those clients with Flag 1 selected.
For more information, please refer to the "Advanced Features 2015" manual.
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