Skip to main content

Coding a Template

Michelle
  • Updated

Coding a template within Client Manager is straight forward, and you can often save time by recycling code from other sections. These same principles will apply across document, file note and email templates.

Creating a new section

  • Navigate to Menu > Practice Management > Template Management
  • Expand on 'Sections'
  • Select on a Folder > Actions > New Section

Adding Data Components

Now that you have a new sections, which is effectively a new document/part of a document, you can drag/drop different aspects of coding into the document. Coding can be found under the Headings 'Data Components', 'Table Components', 'Chart Components, and 'Conditional Tags'. 

These are links to comprehensive libraries that you may find useful while you are building templates as the code can be copied into a template:

EXAMPLE 1:

Let's use the example of wanting to create a letter template to the client - we need key elements such as their name and address details.

  • Create a new section

mceclip0.png

  • Expand on Data Components
  • We can filter through to find the client's name OR use the search box to type 'Name'

 

  • Then add the rest of the details we need such as address information

  • When you are ready, save the template

Adding Conditional Tags

Conditional Tags allow you to control when different text will appear in different situations - this can be as simple as a client having a partner and displaying client/partner names or more intelligent as we start looking at the coding around advice templates.

EXAMPLE 2:

Let's continue with the example of wanting to create a letter template to the client, but pulling through partner information if a partner exists.

  • Create a new section

mceclip0.png

  • Expand on Conditional Tags > System Defined Conditional Tags > Entity
  • Drag the tag for Individual onto the section

mceclip1.png

While this tag can look daunting, it can be broken down into three key sections

{DCT{IF{SOA_INDIVIDUAL}}}     {DCT{ELSE{SOA_INDIVIDUAL}}}     {DCT{ENDIF{SOA_INDIVIDUAL}}}

  1. IF - if the client/situation DOES conform to the condition of this tag, give me X
  2. ELSE - if the client/situation DOES NOT confirm to the condition of this tag, give me X
  3. END - end the conditioning of this tag and continue as normal
  • Anything that is included in the gaps within the code, will then be text that is controlled by the tag

For example, looking at coding for a single client vs a client that has a partner:

  • IF the client is single - client first name
  • IF the client has a partner - client first name & spouse first name
  • END the conditional coding for this tag

{DCT{IF{SOA_INDIVIDUAL}}} {Individual.FirstName}

{DCT{ELSE{SOA_INDIVIDUAL}}} {Individual.FirstName} & {Spouse.FirstName}

{DCT{ENDIF{SOA_INDIVIDUAL}}}

  • While this is a simple example, the same rule can be applied to control whole pages of text in a document such as a Fact Find

Adding Table Components

  • A Table Component brings through the information that is stored within a table and into a document, file note or email
  • A Table Component can be filtered to exclude/include certain records or information
  • Multiple versions of the same Table Component can exist to enable a user to bring through different pieces of information in different circumstances
  • The same Practice/Dealer ownership structure applies to Table Components as it does to templates/sections overall

 

  • Create a new section
  • Expand on Table Components
  • Either type in a keyword to search for a Table Component, or expand the drop downs and manually search for the TC you wish to use
  • Drag this into your section

  • You will see that this drops a code for the table in the format {TC>.XXXXXX} as this enables the system to reference each unique table/its' code within documents
  • When generated, the code will convert itself into the appropriate table

 

Coded Templates Ready to Go

These templates can be downloaded, adjusted and then imported through Create Section > Upload

  • Coded Letterhead - this is coded to bring through client/client and partner address details as well as your logo and practice information
  • Client Authorisation Form - this coded template brings through basic fact find information for the client/client and partner, before giving them a chance to sign off on granting their adviser authority over investments/insurance policies/super products

Related articles