● Overview

● Contracts

● Receipts

● Statements

● Add images

● Contracts and receipts for groups

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Overview

Every contract, receipt or statement is associated to a product so that you can print them from any account created under that product.

The fact that you can use placeholders to create your documents increases the efficiency of the whole process as each placeholder will then be automatically filled with the information it relates to.

Placeholders

These are basically items that when added to the contract or receipt's template, will be automatically filled when you print them, increasing efficiency.

So, for instance, if you choose the placeholder {MATURITY_DATE} and add it to the template, when printing the contract for a given client, it will automatically show the maturity date of the deposit account the client is opening, for instance.

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Contracts

Every deposit product you create can be associated with a contract that you can then print and give to your clients when creating a new account for them.

To create a new contract for a deposit product, click on Edit Contract for that product > enter the text, images and placeholders which apply to the format you need > save changes.

The contract will then be available for every new account you create under this product.

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Receipts

You can also create templates for receipts of transactions that can then be printed and given to your clients.

To create a new receipt template for a loan product, click on Edit Receipt for that product > enter the information, placeholders and images that apply > Save Changes.

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Statements

Creating statements follows the same steps of contracts and receitps, except that there are three different categories of placeholders to be used when creating a statement.

Header/Footer Placeholders

You should use these placeholders for the informaton you want to have in the header and footer of your statements.

These placeholders are not mandatory.

Statement Placeholders

These are the main placeholders in a statement. They are used to define the limits of your statement.

So, the basic structure of a statement should always include the body placeholders between the Start and End placeholders.

These two placeholders will basically determine that all the body placeholders added between them will automatically repeat for every transaction.

For instance, in a basic statement with a list of transactions, date and amount, you would only need to add the body placeholders for transaction type, date and amount between Start and End placeholders once. Then when printing this statement for any client, it would automatically show all the transactions, date and amounts for the period you choose.

These placeholders are mandatory.

Body Placeholders

As mentioned before, these placeholders will reflect the information you want to have in the list of transactions, when printing a statement to a client. You just need to include them once between both of the Statement Placeholders and they will be used for every transaction that occurs in a certain period of time.

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Add images

If you want to add, for instance, your organization's logo to the contract, you will be able to do it using the image's url. If you don't have your logo online, you can use one of the free available services to just upload an image from your computer and then copy the url > click on the image icon > paste the url > click OK.

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Contracts and receipts for Groups

If you need to create a contract for a group, some placeholders can be combined with numbers to retrieve information from each member. So when you print the contract for a group of 10 members, for instance, you can have each member's name, ID information and mobile phone automatically filled.

Suppose you're creating a contract to be used for groups of up to 10 members and want to capture each member's name.

You would add the placeholder {CLIENT_NAME} as many times as the maximum number of clients you may have in the group - 10 in this case - and enter sequential numbers to each of those placeholders such as {CLIENT_NAME:1} ; {CLIENT_NAME:2} ; {CLIENT_NAME:3}, and so on.

The numbers will be used to differentiate each member by taking that value, e.g. the first client.

Placeholders that can be used with the syntax above:

• {CLIENT_NAME}
• {CLIENT_ID}
• {ID_DOCUMENT_TYPE}
• {ID_DOCUMENT_NUMBER}
• {ID_DOCUMENT_EXPIRY_DATE}
• {MOBILE_NUMBER}
• {HOME_NUMBER}

The numbers you add to the placeholders should start with "1" and go up to the maximum number you may have in a group.

If you create a template for 10 clients and use that contract or receipt to a group with less than 10 members, only the placeholders up to 5 will be printed. Nothing will be displayed for the others.

Rich Text vs HTML format

These are the two options you can choose from to create your contracts and receipts.

Rich Text is the default option, but you can switch to HTML by clicking the button on top of the text area.

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