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