Conditional Documents Module

This feature provides the ability to add condition statements to each document in a document group.  Conditional statements are a way to add selection criteria a document thus narrowing the scope of the accounts/claims that will be eligible to print this  document.  Users using this module will be able to print group documents ensuring the proper document generate for each debtor account.

 Creating a Document Group:

From the Master Document Screen, click the button. Select the Document Style of Group Document.  Enter the Name and Description  and click button.

A message box will be displayed directing users to Properties to finish the Document Group setup.

Click the button to exit.  

Click the button to display the Group Document Properties Screen.

Select the  tab.

Click the button to display to the document selection screen.

Click the button, scroll through the list and pick the proper document.  Once the document is selected, click the button to add it to the selected list. 

The document name and a condition statement box will appear on the Groups Tab.

Continue to add documents in the list until all documents belonging to this group have been added.

When printing the group document, the individual document automations execute only on the documents that are printed for an account/claim.   

If an account/claim does not meet any conditions set forth in the statement, then no document will be printed and no automation will be executed.

Entering a Conditional Statement:

Type the proper Condition Statement into the box.    

Once all condition statements have been entered, click the button.

All documents in a group are not required to have condition statements.  If a document should be created for every account when a group document is printed, then no condition statement is needed.   

 Conditional Statement Syntax:

To add a condition, enter the first variable.   Variables are the same variables used in Documents and Simple Data Extractions.  See Variable List to print a list of all available variables.

DBALI

Next enter the operator symbol followed by the quantifier.

DBALI< 1500

If there is another condition, enter the word and in between.

DBALI< 1500 and CREDNUM=’ABC’

Continue until all the conditions are entered for the document.  

See Sample Condition Statements for commonly used condition statements.