Once case information has been entered in the PIP, the data can be used to generate documents in your word processor through the new Form Generator. Documents are created using data fields from the PIP Case Management system. The system comes with a small library of forms, which include letters and fax cover sheets.  However, any or all of your form documents can be integrated into our system.

Our system includes a library of Merge Codes which can be used to turn your form documents into Document Templates in the PIP system.  To create your own Document Template, open one of your form documents in your word processor.  Select the codes from the PIP Merge Code Library which represent the data from the PIP that you want to include on your Document Template.  You can copy the codes from our library and paste them into your document. Save the Document Template in RTF format when you are done (this is just a selection in the Save File dialog box in most word processors).

From the Document Template manager, click on the "Add New Document" button, select your document from its location on your computer, and the PIP will scan the document for Merge Codes and add the Document Template into the library. That is the entire process. Once you are familiar with the Merge Code Library, you will be able to create Document Templates in minutes.

Merge Code Document Template - Contact Blank Letter
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Document with Merged Data - Contact Blank Letter
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Document Templates can be modified any time by using the "Edit" feature in the PIP Document Template Manager.  Once you have added or changed Merge Codes, use the "Read" feature to scan the Document Template into the system again.  This will allow the PIP Document Template Manager to identify the Merge Codes that you have added or changed.

The PIP Form Generator can be used with any word processor that can read Rich Text Format (RTF).  Therefore, it is compatible with Microsoft Word, Corel WordPerfect, iWork Pages, OpenOffice, and many others.

Document Template Manager
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Form Generator
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