Creating a Predefined Text

Guide Steps

Navigate to Setups > Predefined Text

Create Predefined Text - 1

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Click the New button and the purple triangle to the left to open the details

Create Predefined Text - 2

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If any auto-filled information is needed contact ECL Software to open a ticket request

The details of the predefined text:

  1. The subject of the predefined text (used for emails/communication logs)
  2. The text is the boiler plate that can be used for emails/communication logs
    • If programming is needed for information that needs to be auto-filled contact ECL to open a ticket request
  3. The document/file section for the predefined text
  4. Actions tab is certain actions that can be called when the predefined text is used

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Sample Predefined Text for Inspections

Below this line is what you can copy and paste for a general inspection predefined text:

Let ([
~lns = Evaluate ( Get ( LayoutTableName ) & “::loan_number_system” );

~borrower = ExecuteSQL ( “SELECT player28_borrower_company_name FROM Loans WHERE loan_number_system=?”; “”; “” ; ~lns );
~propertyAddress = ExecuteSQL ( “SELECT property_address_calc_inline FROM Loans WHERE loan_number_system=?”; “”; “” ; ~lns );
~fileNumber = ExecuteSQL (
“SELECT their_code_for_this_project
FROM Players
WHERE loan_number_system = ? AND type_number = ? “;
“”; “”;
~lns;
15 // Inspector
)

];
“You are here by requested to perform an inspection on the below mentioned property per our standard contract agreement: ” &
“¶¶Borrower: ” & ~borrower &
“¶Property address: ” & ~propertyAddress &
“¶File number: ” & ~fileNumber &
“¶¶YOUR GENERAL DIRECTION TEXT HERE¶¶” &
“¶¶YOUR COMPANY” &
“¶YOUR PHONE NUMBER” &
“¶YOUR EMAIL ADDRESS”
)

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Once you copy and paste that into your Predefined text in your Fund Control you can change the following with your information, please keep the ¶ symbols and only replace the all uppercase text with your desired text:

YOUR GENERAL DIRECTION TEXT HERE: You can type in your general inspection directions in place of this text.

YOUR COMPANY: Your company name here

YOUR PHONE NUMBER: Your phone number here

YOUR EMAIL ADDRESS: Your email address here

If emailing from your email account and you have an email signature already you can simply delete any text you do not want to include.

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