Letters and Forms

Letters

eCandidus™ Desktop allows you to create word processing documents using a built-in word processing system that provides the most common options.  

It functionality expands by allowing you to create documents that merge information from the database simply, using a set of powerful merge codes, not available in other word processors.  You can learn more about the word processor here and on the merge codes here.

You can also e-mail documents, even after merging by a single mouse click.  This works by converting the document into a PDF file and sending it as an attachment to an e-mail.  This provides for security by making the document into a format that is easily viewable by the recipient, while protecting you by making the document so it is not modifiable.  You can get more information on using e-mail here.

 

Forms

While documents are a great part of what your office produces, there is a second set of output that is also available in eCandidus™ Desktop.  These are forms, which support fillable pre-printed forms, like those used in court and in many other sources.

In other systems that support forms, the forms themselves are normally available from the vendor only, or the process to create the form takes a graphics artist.  I eCandidus™ Desktop, you can simply import a graphics image, possibly scanned, or more often, taking a PDF fillable form, available form the courts in their website, and importing them into eCandidus™ Desktop.  All field definitions are maintained, so you do not need to redo work already done by the PDF supplier.  And then you can expand on this by adding the field merge codes, the same used in creating documents to make the forms fill themselves with data from the database.  You can find out more on forms here.

 

Merging

The eCandidus™ Desktop merging featurs make use of both documents and forms to merge information from any object in the database and quickly generate complete results. This is done by first creating the document or form that you want to re-use as a template and then, while viewing the source of the information, clicking on the Merge into Document or Merge into Form buttons.

Let's say that we want to create a letter to advertise expanded services:

This letter will be used for Cases, and in particular Worker's Compensation cases:

Now, we want to use this letter for a particular case, so we view the case. At the bottom we click on the Merge into Document icon:

A list of available documents or forms is displayed, allowing you to select one:

The information from the case (or work product) will be used to complete the document, and the results are displayed:

Once the merging is , you can futher modify the result as you would any document or form. You can also save the result into the case (or work product) for reuse at a later time.

Step by step example in creating a Mergeable Document and Mergeable Pleading can be found by clicking on the links.