Asset Agreement Renewal Template - Revision history

Jgreco at 16:43, 5 November 2021

2021-11-05T16:43:12Z

Jgullickson: /* Tags */

2018-06-01T14:55:22Z

Jgullickson: /* Set Up */

2018-06-01T14:52:14Z

Set Up

Jgullickson at 14:49, 4 May 2018

2018-05-04T14:49:33Z

Jgullickson: /* Generating Renewals */

2018-05-04T14:47:39Z

Generating Renewals

Jgullickson at 14:30, 4 May 2018

2018-05-04T14:30:44Z

Jgullickson at 14:21, 4 May 2018

2018-05-04T14:21:56Z

Jgullickson at 13:17, 4 May 2018

2018-05-04T13:17:13Z

Jgullickson: Jgullickson moved page Printable Asset Agreement Form Template to Asset Agreement Renewal Template: This feature has been expanding beyond just printing.

2018-05-04T13:09:03Z

Jgullickson moved page Printable Asset Agreement Form Template to Asset Agreement Renewal Template: This feature has been expanding beyond just printing.

Starafdar: /* Tags */

2018-03-08T19:33:12Z

@@ Line 4: / Line 4: @@
 }}
 = Overview =
-Cut down on manual entry by utilizing TrackAbout Lease Renewal Form.  Let TrackAbout generate lease renewals for you to either print and mail or email directly to the customer.
+Cut down on manual entry by utilizing a custom TrackAbout Lease Renewal Form. Let TrackAbout generate lease renewals for you to either print and mail or email directly to the customer.
-You can set up your customized Lease Renewal form with the help of TrackAbout Support.  This template allows clients to choose various “tags”, or pieces of information, that can be added and displayed on the Lease Renewal form.
+You can set up your customized Lease Renewal form with the help of TrackAbout Support. This template allows clients to choose various “tags”, or pieces of information, that can be added and displayed on the Lease Renewal form.
 =How it Works=
-We use a Rich Text Format (RTF) file is used as the template for the Printable Asset Agreement Form Template. This file can be created in Microsoft Word or any other word processor capable of saving files in RTF format. The printable file will look like the RTF template except that certain 'tags' will be replaced with the specified text when the form is created.
+We use a Rich Text Format (RTF) file as the template for the Printable Asset Agreement Form Template. This file can be created in Microsoft Word or any other word processor capable of saving files in RTF format. The printable file will look like the RTF template except that certain 'tags' will be replaced with the specified text when the form is created.
-For example, the 'tag' of @@FULL-START-DATE@@ will be replaced with the full start date of the agreement in the format MM/DD/YYYY
+For example, a 'tag' of @@FULL-START-DATE@@ will be replaced with the full start date of the agreement in the format MM/DD/YYYY.
 TrackAbout supports having separate Asset Agreement Renewal form templates for the following:
@@ Line 27: / Line 27: @@
 =Set Up=
 == Item Table ==
-The @@ASSET-DESCRIPTION@@, @@QUANTITY@@ and @@UNIT-COST@@ tags must always be included in a table. Only a single row of these fields should be present. Additional rows will be inserted in the table during generation of the form depending on the number of assets in the agreement. The row containing these tags should be always preceded by at least one header row. There can be additional rows following the row containing these tags – they will be replicated as is.
+Tables must always include the @@ASSET-DESCRIPTION@@, @@QUANTITY@@, and @@UNIT-COST@@ tags. Only a single row of these fields should be present. Additional rows will be inserted in the table during generation of the form depending on the number of assets in the agreement. The row containing these tags should be always preceded by at least one header row. There can be additional rows following the row containing these tags – they will be replicated as is.
 == Tags ==
@@ Line 47: / Line 47: @@
 *@@CUSTOMER-BILL-ADDRESS@@ : The Customer Billing Address.
 *@@CUSTOMER-SHIP-ADDRESS@@ : The Customer Shipping Address.
-*@@CUSTOMER-SERVICING-LOCATION-NUMBER@@ - The Servicing Location Number for the Customer.
+*@@CUSTOMER-SERVICING-LOCATION-NUMBER@@ : The Servicing Location Number for the Customer.
-*@@CUSTOMER-SERVICING-LOCATION-NAME@@ - The Servicing Location Name for the Customer.
+*@@CUSTOMER-SERVICING-LOCATION-NAME@@ : The Servicing Location Name for the Customer.
-*@@CUSTOMER-SERVICING-LOCATION-ADDRESS@@ - The Servicing Location Address for the Customer.
+*@@CUSTOMER-SERVICING-LOCATION-ADDRESS@@ : The Servicing Location Address for the Customer.
-*@@CUSTOMER-SERVICING-LOCATION-PHONE@@ - The Servicing Location Phone for the Customer.
+*@@CUSTOMER-SERVICING-LOCATION-PHONE@@ : The Servicing Location Phone for the Customer.
 *@@INC-DEPT-BEGIN@@  : These 2 tags occur in pairs. If the agreement applies to departments, any text included in between these 2 tags will be shown as-is. The included text will not be displayed if the agreement is not applicable to departments.
 *@@INC-DEPT-END@@ :
@@ Line 81: / Line 81: @@
 When reviewing Expiring Asset Agreements from the Expiring Asset Agreements page, a user will always be able to print the renewal forms once the template has been set up, but will only be able to send renewal agreements via email once the customer has been configured with a rental email address.  Below are the icons shown when the template and/or rental email address is missing.
-[[File:Email Lease Renwals from the Expiring Asset Agreements Page.png|400px|left|Email Lease Renwals from the Expiring Asset Agreements Page]]<br clear=all>
+[[File:Email Lease Renewals from the Expiring Asset Agreements Page.png|400px|left|Email Lease Renewals from the Expiring Asset Agreements Page]]<br clear=all>
 ==Printing from the Customer's Profile==

@@ Line 62: / Line 62: @@
 *@@PRINT_DATE@@ : The date the agreement was printed, in MM/DD/YYYY format.
-TrackAbout Support will us the [interwiki: Console:Set_Asset_Agreement_Type_Renewal_Template Console:Set_Asset_Agreement_Type_Renewal_Template] to load the template.
+TrackAbout Support will us the [[interwiki:Console:Set_Asset_Agreement_Type_Renewal_Template]] to load the template.
 ===Cleaning a Template===

@@ Line 61: / Line 61: @@
 *@@UNIT-COST@@ : The unit cost of the assets. This must always be included in a table.
 *@@PRINT_DATE@@ : The date the agreement was printed, in MM/DD/YYYY format.
 ===Cleaning a Template===

@@ Line 4: / Line 4: @@
 }}
 = Overview =
-Cut down on paperwork and manual tasks by utilizing TrackAbout Lease Renewal Form.
+Cut down on manual entry by utilizing TrackAbout Lease Renewal Form.  Let TrackAbout generate lease renewals for you to either print and mail or email directly to the customer.
-Clients can create a Lease Renewal with the help of TrackAbout Support.  This template allows clients to choose various “tags”, or pieces of information, that can be added and displayed on the Lease Renewal form.
+You can set up your customized Lease Renewal form with the help of TrackAbout Support.  This template allows clients to choose various “tags”, or pieces of information, that can be added and displayed on the Lease Renewal form.
 =How it Works=

@@ Line 68: / Line 68: @@
 = Generating Renewals =
 When printing or emailing a lease agreement renewal, one is sent for each lease.  For example, if a customers has 3 leases that have expired, they will receive 3 lease agreement emails.
@@ Line 73: / Line 75: @@
 Email addresses must be added to the Customer's Profile before renewal forms can be emailed.  On a customer's profile go to '''Customer Info''' and click edit.  Then you'll see the section called '''Bill Delivery Channels'''
-[[File:Adding Email Addresses to Customer Profile.png|left|Adding Email Addresses to Customer Profile]]
+[[File:Adding Email Addresses to Customer Profile.png|600px|left|Adding Email Addresses to Customer Profile]]<br clear=all>
 When reviewing Expiring Asset Agreements from the Expiring Asset Agreements page, a user will always be able to print the renewal forms once the template has been set up, but will only be able to send renewal agreements via email once the customer has been configured with a rental email address.  Below are the icons shown when the template and/or rental email address is missing.
-[[File:Email Lease Renwals from the Expiring Asset Agreements Page.png|thumb|Email Lease Renwals from the Expiring Asset Agreements Page]]
+[[File:Email Lease Renwals from the Expiring Asset Agreements Page.png|400px|left|Email Lease Renwals from the Expiring Asset Agreements Page]]<br clear=all>

@@ Line 11: / Line 11: @@
 We use a Rich Text Format (RTF) file is used as the template for the Printable Asset Agreement Form Template. This file can be created in Microsoft Word or any other word processor capable of saving files in RTF format. The printable file will look like the RTF template except that certain 'tags' will be replaced with the specified text when the form is created.
-[[File:Lease Renewal Form.png|thumb|Lease Renewal Form ]]
+[[File:Lease Renewal Form.png|left|Lease Renewal Form ]]
 For example, the 'tag' of @@FULL-START-DATE@@ will be replaced with the full start date of the agreement in the format MM/DD/YYYY
 == Item Table ==
 The @@ASSET-DESCRIPTION@@, @@QUANTITY@@ and @@UNIT-COST@@ tags must always be included in a table. Only a single row of these fields should be present. Additional rows will be inserted in the table during generation of the form depending on the number of assets in the agreement. The row containing these tags should be always preceded by at least one header row. There can be additional rows following the row containing these tags – they will be replicated as is.
@@ Line 59: / Line 60: @@
 ::[[Image:ImageOfAssetAgreementFormTemplate.jpg|border]]
-==Cleaning a Template==
+===Cleaning a Template===
 https://www.trackabout.com/super/cleanAgreementForms.aspx
 The Clean Agreement Form Templates page processes the specified RTF files and removes any RTF formatting directives found inside our asset agreement template tags. Because this replacement is an expensive operation, we only want to do it once per template (rather than doing it on the fly every time we fill in the template tags). Each RTF should be cleaned using this page after uploading, since formatting directives may be silently and invisibly inserted within our template tags after modifying and saving the document and those directives can cause the template tags to break when generating a form for printing.

@@ Line 3: / Line 3: @@
 |Feature Description=A Rich Text Format (RTF) file is used as the template for the Printable Asset Agreement Form Template.
 }}
-== Overview ==
+= Overview =
-A Rich Text Format (RTF) file is used as the template for the Printable Asset Agreement Form Template. This file can be created in Microsoft Word or any other word processor capable of saving files in RTF format. The printable file will look like the RTF template except that certain 'tags' will be replaced with the specified text when the form is created.
+Cut down on paperwork and manual tasks by utilizing TrackAbout Lease Renewal Form.
-For example the 'tag' of @@FULL-START-DATE@@ will be replaced with the full start date of the agreement in the format MM/DD/YYYY
+Clients can create a Lease Renewal with the help of TrackAbout Support.  This template allows clients to choose various “tags”, or pieces of information, that can be added and displayed on the Lease Renewal form.
 == Item Table ==
@@ Line 47: / Line 54: @@
 Here is a link to an example RTF file:
 *[[Media:AssetAgreementPrintableFormTemplate.zip]]
 Below is an image of what the template looks like:

@@ Line 42: / Line 42: @@
 *@@QUANTITY@@ : The quantity of assets. This must always be included in a table.
 *@@UNIT-COST@@ : The unit cost of the assets. This must always be included in a table.
-*"@@PRINT_DATE@@" : The date the agreement was printed, in MM/DD/YYYY format.
+*@@PRINT_DATE@@ : The date the agreement was printed, in MM/DD/YYYY format.
 == Example RTF File==