To set up a document template that is sent to a director select the following data source option:
Within the MS Word document template use the following merge codes to populate the directors' name and address:
See: How to entering a director
You may also use the following replace fields:
ReplaceFieldCode
|
WizardDisplayText |
[RF_Director_Names_Addresses_Inline] |
Returns the names and addresses of the directors and their e.g. John smith of 12 My Street |
[RT_DIRECTORS_SIGN] |
Table of directors' name and address with a space to sign |
[RF_DIRECTOR_SIGNATORIES] |
Directors' First Name and Last Name and position title separated by carriage returns |
[RF_DIRECTOR_SIGNATORIES_INLINE] |
Directors' First Name and Last Name and position title inline separated by commas |
[RF_DIRECTOR_NAMES] |
Directors' First Name and Last Name separated by carriage returns |
[RF_DIRECTOR_NAMES_INLINE] |
Directors' First Name and Last Name separated seperated by commas |
[RF_DIRECTOR_I_WE] |
Returns 'I' or 'we' depending upon how many employees are marked as directors |
[RF_DIRECTOR_I_WE_UPPER] |
Returns 'I' or 'We' depending upon how many employees are marked as directors (in upper case) |
[RF_DIRECTOR1_ADDRESS_INLINE] |
Returns the Address of the first entered employee marked as director (on one line separated by commas) |
[RF_DIRECTOR1_NAME] |
Returns the Name of the first entered employee marked as director |
[RF_DIRECTOR1_POSITION] |
Returns the Position of the first entered employee marked as director |
[RF_DIRECTOR1_FIRST_NAME] |
Returns the first entered director's (employee) first name e.g. John |
[RF_DIRECTOR1_LAST_NAME] |
Returns the first entered director's (employee) surname e.g. Smith |
[RF_DIRECTOR1_FULL_NAME] |
Returns the first entered director's (employee) full name e.g. John Smith |
[RF_DIRECTOR1_JOB_TITLE] |
Returns the first entered director's (employee) job title |
[RF_DIRECTOR1_OCCUPATION] |
Returns the first entered director's (employee) job title |
[RF_DIRECTOR1_COMMENCED_DATE] |
Returns the first entered director's (entered as an employee) commencement date |
[RF_DIRECTOR1_FULL_NAME] |
Returns the first entered director's (employee) full name e.g. Mr John Smith |
[RF_DIRECTOR1_DOB] |
Returns the first entered director's (employee) date of birth |
[RF_DIRECTOR1_DOB_LONG] |
Returns the first entered director's (employee) date of birth long format |
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