Advanced Tab

The Advanced Tab of the Document Properties allows you to add a custom history notes, update litigation variables, view group documents and add a print list sorting variable for each document printed.  

 Tag Options

 Select the appropriate Tagging Option.

• Select No Tag to add the custom history note without tagging.
• Select Report Note Without Date to add a custom history note with a tag that will print on selected reports without the date.
• Select Report Note With Date to add a custom history note with a tag that will print on selected report with the date it was added to the history.
• Select Permanent to add a custom history note with a tag that can not be removed with remittance.
• Select Suppress History Note to not add any history note custom or default.

 Custom History Note

Generated documents add a default note to the debtors history. For Example:

Advanced Document Properties allow you to create a custom history note for each document.

You may type in a custom history note and insert system variables where needed. To insert a variable,

click the button and select the variable to insert and click the button.

  Date Updates

Select to update the following dates with today's date when the document is printed or put on the list.

• Filing Date
• Return Date
• Default Requested Date
• Wage Garnishment Date
• Bank Garnishment Date

Each of these dates will be updated on the Primary Filing or Garnishment. If there is no Primary Filing or Garnishment the process will add a primary Filing or Garnishment.

 Group Documents

Each Document can be included in several group documents. To view a list of the Group Documents this document is included in, click the button.

Click the button to exit the list of group documents. To add this document to other document groups, see Group Documents.

 Print List Sort Variable

CollectMax allows you to select a variable to use for print list sorting purposes. This variable will be listed on the details of the print list and can be sorted from there.

Click the button and select the proper sorting variable.

Once all changes have been completed, click the button.