In this article, we discuss some of the tricks you can use to make your title section on your Report Template just a little more intuitive.
Your template is ultimately showing what is available from the Job Card, and to do the best with what is available already in ValuePRO, here is a guide to place titles into your templates in a smart way. If you have any questions you can write to our support desk and submit a ticket.
MS Word Report template (RT)
There are two ways of displaying the title in your report. One is the actual text details as entered by the TitDets fields in your Data Entry Template and Job Card, the other is the PDF title document itself uploaded to your Documents in the Job Card.
Most valuers display both these when available.
Adding the Title details
The below sample shows the first title, if there are additional titles, those details will come into the report too.
The <TableStart:AdditionalTitles> merge field assist with handling the additional titles if any.
The Above sample will show the text details in the title fields under this field in your DET in your
ValuePRO Standard Edition job card:
Note: It is possible that your title descriptors looks different than the above. Refer to your DET fields as set up for your firm by looking up Title fields in the Template section. If you find it hard to define these, let us know at support@valuepro.com.au and our team can help to define them.
Add the actual Title PDF document
When the pdf is uploaded to the Documents tab of your Job Card, name the Document "Title" to show ValuePRO that this is your Title document.
Show the Title PDF in your Report
To add the document image to your report, place the following code in your report template where you want the Title document to display:
INFO: In the above sample, the Heading "Record of Title" will only show if there is a title document uploaded in the job card. If you have not uploaded a title document, the section will not show.
If you place the Heading outside of the table start tag, it will always show in the generated report. See below sample for that scenario:
Your image size can be adjusted to your needs. In the above sample, it is set to 480 wide only.
Make sure you add the above code lines as merge fields.
When in the Job card, make sure your file is uploaded as a title. Name it "Title" to make sure it is picked up as your title document in the template.
The title will only show if you uploaded a document named "Title" to your documents in the job card.
>> Download our generic Report Template sample
What if there is more than one Title PDF to load?
If there are more than one Title PDF document to add, the system can only assign 1 Title document as the Title - so combine them in one PDF
or
upload the second and third and so forth as appendices without having the word Title in the name. If they contain the word Title, the last one only will display as the title document, which will not be correct.
That is a tricky one to overcome but best scenario will be to combine the title in one document.
How to combine PDF files in Adobe Acrobat
- Click the Select a file button, or drag and drop files into the drop zone.
- Select the files you want to merge using the Acrobat PDF combiner tool.
- Reorder the files if needed.
- Click Merge files.
- Sign in to download or share the merged file. You can organise the pages too.
Don't have Acrobat? See this article for more tips on combining PDF's