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Mail Merge Report

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Here is a sample mail merge report. It shows you:

The calculation result for each case.
Detailed instructions on how to merge to Word or WordPerfect.
Information about the available merge fields that can be used in your documents.
The location of sample .doc and .wpt files that you can try.

 

Calculation Result

 

INTEREST CALCULATION SUMMARY

 

REFERENCE        AMOUNT        FROM        BALANCE        PRINCIPAL        INTEREST

ABC v. Jones        $10,000.00        10/10/2000        $16,369.25        $10,000.00        $6,369.25

ABC v. Smith        $5,678.90        14/07/2002        $8,297.41        $5,678.90        $2,618.51

ABC v. Hayes        $12,346.84        11/09/2004        $15,369.94        $12,346.84        $3,023.10

 

Please note. Every case uses the same Calculation Date, Interest, Compounding, Moratorium and other settings.

 

DETAILED MAIL-MERGE INFORMATION

 

Full details of each calculation have been stored to mail-merge files. The list of available merge-fields is given below.

 

Microsoft Word Users

When using the Mail Merge tool, select the following datasource:

C:\Documents And Settings\Trevor Lewis\Application Data\Lawtech\Lta\C3p\Merge\C3DATA.DOC.

 

Please note that Microsoft Word seems to be getting less, rather than more, capable at mail merge with each successive version. It is recommended that you use WordPerfect if possible for mail merge operations.

 

Sample Word templates can be found at c:\program files\lawtech\lta\c3p\hlp\merge samples\SimpleAmount.dot (simple amounts) and c:\program files\lawtech\lta\c3p\hlp\merge samples\Transactions.dot (transactions cases). Please note that these are designed to access the factory-default mail merge data source files. If you have changed the file name you will have to change the template datasource name to match.

 

WordPerfect Users

When using the Mail Merge tool, select the following datasource:

C:\Documents And Settings\Trevor Lewis\Application Data\Lawtech\Lta\C3p\Merge\C3DATA.DB

 

Note: this file will only have been created if WordPerfect's database engine has been installed. To see if it is installed, click Help|WordPerfect Database on Calin's main form.

 

Sample WordPerfect templates can be found at c:\program files\lawtech\lta\c3p\hlp\merge samples\SimpleAmount.wpd (simple amounts) and c:\program files\lawtech\lta\c3p\hlp\merge samples\Transactions.wpd (transactions cases). Please note that these are designed to access the factory-default mail merge data source files. If you have changed the file name you will have to change the template datasource name to match.

 

AVAILABLE MERGE FIELDS

 

FIELD        EXAMPLE        SHORT DESCRIPTION

af        "22/02/2007"        Accumulation Start Date

apd        "$3.38"        Interest Accumulation per day

apd_w        "three dollars and..."        Interest Accumulation per day (words+number)

apdw        "three dollars and..."        Interest Accumulation per day (Words)

applyorder        ""        CR & Dr Application Order

cend        "21/02/2007"        Calculation End Date

clb        "$15,369.94"        Closing Balance

clbwords        "fifteen thousand ..."        Closing Balance (in words)

cli        "$3,023.10"        Closing Interest

cliwords        "three thousand an..."        Closing Interest (in words)

clnp        "$0.00"        Closing Non-Principal

clnpwords        "zero dollars and ..."        Closing Non-Principal (in words)

clp        "$12,346.84"        Closing Principal

clpwords        "twelve thousand t..."        Closing Principal (in words)

dpy        "365"        Days per Year

dyrs        "2.442"        Years in Interest Period

end        "21/02/2007"        Interest End Date

idebited        "$0.00"        Credits Paid

ipaid        "$0.00"        Debits paid

MsMerge        "C:\Documents And ..."        MS Word merge file

RatesUsed        "Interest rate 10%..."        Interest Rates Used

Reference        "ABC v. Hayes"        User Reference/Case Name

repayc        "0"        Number of Repayments

repayments        "  Total  $0.00"        Repayment Schedule

settings        ""        Program Settings

sp        "$12,346.84"        Starting Principal

start        "11/09/2004"        Calculation Start Date

STD_AUTO        "(a) On 11/09/2004..."        Standard Text Report (with preferred numbering)

tdays        "894 days"        Days in Interest Period (numeric)

ti        "$3,023.10"        Total Interest

ti_w        "three thousand an..."        Total Interest (number and words)

tiw        "three thousand an..."        Total Interest (in words)

TXROSTERB        ""        Transaction Roster (no numbering)

warnings        ""        Warnings

WpMerge        "C:\Documents And ..."        WordPerfect merge file

XSTD        "DATE       DESCRI..."        Standard Table Report