on the Menu Bar and select Document and Master Documents from the drop down list.CollectMax gives you the ability to take information from your debtor accounts and merge this information with legal forms and documents you create in MS Word and Corel WordPerfect.
To access
the Master Documents Window, click on the Menu Bar and select Document and Master Documents from the drop down list.
From this Windows you can Create new legal forms and documents.
Create a legal form/document in MS Word
Create a legal form/document in Corel WordPerfect
To Remove
an existing document, select the document from the list by clicking on
the document. An
arrow should appear in the left hand column designating that document
as being selected. Click
on the remove button on the left panel and a window will open to ask you
if you are sure you want to remove this document. If
so, select Yes.
If you would
like to modify the text of a particular document in Word/WordPerfect,
select your document and click the modify button. This
will open your selected document in Word/WordPerfect where you can edit
and save your changes.
To review/edit
the properties of a document, select
the document and click properties button. In the document properties, you can control numbers of copies as well as many other settings and automations as well as restrictions.
If you would like to copy an existing document, select the document
and click the Copy button. You can rename the document and edit it to be a new document. This is helpful if you have several similar documents and don't want to create each from scratch.
If you would like to import an existing document, click the import button and import the document. The file name of the document should not contain special characters and the tables, headers and footers may not import properly.
If you would like the export the document, select the document and click the export button.
To search your list of documents by keywords, names or descriptions, click the search button and enter the search data.
To see a list of the last 10 documents you have modified or printed, click the recent button. *This is a Version 8 Feature.
To print a list of all documents and some document properties, click the list button.
If you have been printing to a specific printer and need to change to another but are unable to get the word processor to switch printer, click the print special button and attempt to change printers there before exiting CollectMax.