Information

With this function, you can generate a record object for the selected file/case. The record object automatically contains information on the file/case.

This function is useful for creating text templates for fines, for example. Custom, preconfigured information for the file is added to the text template.

Method

1. Select the entry you want to generate a record object for.

2. On the Public Sector tab, click Create Word document.

3. In the Select template dialog box, select the document template.

Result

The record object is created in the selected file. The placeholders in the template are filled with information from the file.

Outlook

If the information from the file changes, the record object can be updated using the Update Word document function.