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Create Form Documents using Data from the PIP
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.
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Use Our Merge Codes to
Integrate Your Own Documents as Templates
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. |
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Merge Code Document Template - Contact Blank Letter (Click image to enlarge)
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Document with Merged Data - Contact Blank Letter (Click image to enlarge)
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Modify Document Templates
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. |
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Works with any RTF-Compatible
Word Processor
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. |
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Document Template Manager (Click image to enlarge)
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Form Generator (Click image to enlarge)
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HiPerSoft Corporation
524 W. Bonita Avenue, Claremont, CA
91711 (909) 621-3554 |