Working with Templates
Templates are a powerful feature for customizing and formatting loan correspondence to send to your borrowers.|
Templates are stored directly in the portfolio file. When a new portfolio is created, default templates are copied into the new portfolio. There they can be changed independently from the original defaults. Templates can also be copied to and from portfolio files from the Manage Templates dialog.
To open the Manage Templates dialog, select from the Main Menu.
From the Manage Templates dialog, create new templates, duplicate existing ones, modify layouts, and copy templates to and from other portfolio files. The Manage Templates dialog opens two other windows as needed.The Edit Template Information dialog manages the name, description, size, paper type, and focus of a template. The Template Designer dialog manages the layout of a template.
Selecting the Right Template Focus
Templates have two types, set by the Template Focus dropdown in the Edit Template Information dialog: Individual Payments and Individual Loans.
Individual Payments creates a voucher-printing scenario. Select the date range for the vouchers from the Print Templates dialog before printing.
Individual Loans creates a statement/general correspondence scenario.
There are two differences between the templates:
<LoanRegularPayment> - Displays the regular payment as of the date of the voucher's specific payment due date
<LoanTodaysOtherFees> - Displays the fees assessed to the loan for the period between the previous payment's due date and the voucher payment's due date, including the due date of the current payment
<LoanAmountDue> - Displays the regular payment plus any other fees as described above
<LoanNextPaymentDate> - Displays the due date for the voucher's specific payment
<LoanNextPaymentNumber> - Displays the payment number for the voucher's specific payment
All other fields are identical between the templates.
Structure of a Template
Templates consist of a single Template record and a number of Template Object records.
Common traits of all template objects include:
Template Objects come in three forms: Text Box, Long Text Box, and Shape
Text Boxes are useful for smaller amounts of text. They contain up to 250 characters. Long Text Boxes are the same as text boxes but hold up to 10,000 characters. Because a long text box object is much larger than a text box object, using text boxes wherever practical significantly reduces the space needed in a portfolio file. This improves printing times across a network. Use long text boxes only when the extra space is necessary.
Text Boxes and Long Text Boxes (referred to collectively as "text boxes" below) have an associated font which may be bold or italic and of any size. Each text box stores its font settings independently so they can be changed individually. The font color of the text is available from the Color option of the Edit Template Object dialog. An optional .01 inch border of a selectable color can be added around the text box. A background fill may also be selected.
"Special Values" can be inserted into the text. They always appear within <> signs. Clicking the <<Insert Value>> button in the Edit Template Object dialog displays the list of all recognized tags to add to a text object. When statements are printed, the tags are replaced with values from the corresponding Loans, Borrowers, and Lenders.
Shapes add graphical formatting to a template. A shape object can be a line, rectangle, oval, or rounded rectangle. The line thickness can be set, and the shape can be filled completely.