Adding Custom Fees to Templates
- It is possible to add Custom Fee fields to Templates within Durell.
- Begin the process by adding the “Reason” and “Charge” data fields to your existing data field set, from the “Policy – Charges” section:
- When you next run the template you wish to add the fields to, you can do so by using the “PolicyCharge1 Reason” and “PolicyCharge1 Charge” merge fields
- The number in the “PolicyCharge” field relates to which fee is being included
Related Articles
Editing Templates
Start from within a record of an address set you wish to run your template from. Locate the template you wish to edit by clicking on the Document Viewer button, then “New” and then “Document” Click on the “Select” button, find your existing template ...
Save a Document to a Client Record
This guide will show you how to save a document to a client record. Begin by visiting the client record you wish to save the document to. Once there, click on the ‘Document Viewer’ button, then on “Find” In the new window that appears, ...