When building a Print Form, you are able to map application and assessment data to your form, so that when the form generates, it is populated with related application data. The Document Manager solution is connected to Simpology LADM - the Loan Application Data Model.
You are able to access/work with LADM via the Reporting Tab in the Document Manager.
1. Select Master Table, Data Source
Select Master Table is your doorway into the underlying Simpology LADM data model. When you click on this icon, you will get a list of all the Merge Blocks of data that are available to map onto the form that you are creating or editing.
The Merge Blocks of data that are available have been determined by the Simpology team. It is very comprehensive, and should have everything you need, but if you can't find something you will need to request an update to the data Blocks available.
Selecting a particular Merge Block will make the Document Manager 'drill down' to all the data that is housed inside that Block.
You can click on Select Master Table at any time to re-set the data currently being used by the Document Manager.
The Root Table is the highest element and completely refreshes the engine.
Data Source
Selecting a particular Merge Block will make the Document Manager 'drill down' to all the data that is housed inside that Block. Here I have selected CompanyApplicants:
Which then means all my other data mapping functions are now focused on Company Applicants data:
2. Insert Merge Field
Insert Merge Field allows you to either:
insert individual fields onto a print form. You can do this without using Merge Blocks if you are not concerned about relationships or relational behaviour; and not concerned about repeatable detail.
insert additional fields into an established Merge Block. Once you have established your Merge Block, you are able to come back to it at any time and add more/new fields to the established Merge Block
To see all the Merge Fields that you might want to populate, you need to ensure:
you are toggled to Full Source
you are 'working inside' an established Merge Block OR
you have 'drilled down' to the specific section of the data model via Select Master Table
In the following, I have 'drilled down' to CompanyApplicants, and so I have all Company Applicant Data in my "Insert Merge Field" dropdown:
3. Insert Special Field
Insert Special Field allows you to configure Fields to 'populate' onto your form, but are NOT from the Master Data Source.
Insert Special Field allows you to:
IF - allows you to set conditions that will populate a field with an 'altered' state of the data, or a conditional rule for the appearance of data
Include Text - this is not currently useful in Document Manager
Date - allows you to insert a date field that will populate with the date the form is generated
Next - this is not currently useful in Document Manager
NextIF - this is not currently useful in Document Manager
4. Field Properties
Field Properties allows you to set how the native data payload output will be structured when populated onto a document. This is useful as the native data output for a particular field may not be suitably 'human readable'.
The Field properties function allows you to:
Text Format
Add Text to be inserted on the document before the data
Add Text to be inserted on the document after the data
Date/time format
Numeric Format
5. Delete Field
The Delete Field function is the only way to remove a mapped field from a Document. You need to have 'clicked' on the field you want to remove in order for the Delete Field function to be enabled:
6. Insert Merge Block
This is the most important element to understand when you are mapping data to a form. Think of a Merge Block as a pre-set bunch of related data. You can then establish a Merge Block of that data that will house this data.
Merge Blocks are also repeatable.
This means a Merge Block will repeat for however many variations of that data are in your application data.
eg A PersonApplicants Merge Block will repeat for every Person Applicant in your application.
Or A CreditCards Merge Block will repeat for every credit card that is owned by your applicant/s.
When you build your print form, you will want to use Merge Blocks to map your data to the form.
When you click Insert Merge Block, you are presented with either:
if you are at Root Table level of the Master Table - all the available Merge Blocks, in alphabetical order
if you have already 'drilled down' to a particular Block in the Select Master Table - all the available sub-Merge Blocks in the Block you have already chosen.
eg - if you have already chosen CompanyApplicants, you will now see all the available Merge Blocks related to CompanyApplicants, as per 1) above
7. Edit Merge Block
Edit Merge Block will popup a screen with some functionality to Edit your established Merge Blocks. The popup will list ALL Merge Blocks, including the sub (and sub-sub)-merge blocks. You will see in the following that the PAYG and Self-Employed Sub-Merge Blocks of the Employments Merge Block, which is inside Person Applicants, are included in the list:
The Edit Merge Block allows you to:
Go To: use to click through to the relevant section on your Print Form
Rename: give your Merge Block a new, more specific name (useful when you use the same Merge Block a number of times on a Form)
Filter & Sort: allows you to set conditional logic on Merge Block (so that the Merge Block will only populate under specific circumstances)
Delete: deletes the Merge Block
8. Field Navigation
The Field Navigation panel gives you a 'tree' of your Documents' Merge Blocks, and Merge Fields. It allows an easy visibility and navigation through all fields and merge blocks.
You are able to expand your Merge Blocks to see the Fields housed in the Merge Block.
Field Navigation Panel is useful to give you an appreciation of the structure of your Form, and what data is mapped to the Form.
9. Preview
The Preview button will generate your print form for review.
Note that it is not as useful for testing as the Full Test Rig.