{"id":17636,"date":"2020-07-08T11:50:18","date_gmt":"2020-07-08T10:50:18","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=17636"},"modified":"2024-07-10T12:56:16","modified_gmt":"2024-07-10T11:56:16","slug":"add-multi-record-dossier-merge-fields-to-standard-documents","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/add-multi-record-dossier-merge-fields-to-standard-documents\/","title":{"rendered":"Add Multi-Record Dossier Fields to Standard Documents"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Case Management Supervisors<\/strong> and <strong>System Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will show you how to add multi-record fields into your standard documents<\/h2>\n\n\n\n<p class=\"is-style-lead lead wp-block-paragraph\">Multi Record dossiers offer a way to record an ever-growing table of data. This may be a list of assets and their values when working with a probate or divorce matter, or a table of invoice details for a debt recovery matter.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">These then can be mapped into your Osprey documents as a table.<\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">At least one Multi-Record Dossier must be set and populated with records.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Locate your Document<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To add the dossier to a document, you must either decide to create a new document, or amend an existing one.<\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">Refer to our &#8220;Create a new Standard Document&#8221; if you wish to create a new document.<\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Link fields to your document<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Navigate to Supervisor &gt; Case Management Setup &gt; Standard Documents. Locate the document and select Fields.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"825\" height=\"597\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-242.png\" alt=\"\" class=\"wp-image-66742\" style=\"width:655px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-242.png 825w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-242-300x217.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-242-768x556.png 768w\" sizes=\"auto, (max-width: 825px) 100vw, 825px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Locate the dossier page and link all the required fields to the document.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"994\" height=\"593\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-247.png\" alt=\"\" class=\"wp-image-66748\" style=\"width:644px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-247.png 994w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-247-300x179.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-247-768x458.png 768w\" sizes=\"auto, (max-width: 994px) 100vw, 994px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">From the insert menu insert a table of the appropriate size. In the first row enter the column headings<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"819\" height=\"243\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-248.png\" alt=\"\" class=\"wp-image-66750\" style=\"width:638px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-248.png 819w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-248-300x89.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-248-768x228.png 768w\" sizes=\"auto, (max-width: 819px) 100vw, 819px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Place the cursor in the first cell of the second row and from Mailings &gt; Insert Merge Fields drop-down list from the top ribbon select any field.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"854\" height=\"705\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-251.png\" alt=\"\" class=\"wp-image-66753\" style=\"width:639px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-251.png 854w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-251-300x248.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-251-768x634.png 768w\" sizes=\"auto, (max-width: 854px) 100vw, 854px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"is-style-warning wp-block-paragraph\">The merge field(s) related to Multi-Record Dossiers are not displayed by the Insert Merge Fields drop-down list, therefore, any other can be selected.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Right-click on the inserted Merge Field &gt; Edit Field<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"380\" height=\"327\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-252.png\" alt=\"\" class=\"wp-image-66756\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-252.png 380w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-252-300x258.png 300w\" sizes=\"auto, (max-width: 380px) 100vw, 380px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Change the existing Name only by typing &#8220;TableStart:&#8221;, then the Dossier Page ID<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"813\" height=\"453\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-254.png\" alt=\"\" class=\"wp-image-66759\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-254.png 813w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-254-300x167.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-254-768x428.png 768w\" sizes=\"auto, (max-width: 813px) 100vw, 813px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Click OK to save the merge-field changes<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Repeat the previous step into the last cell of the second row, but by typing \u201cTableEnd\u201d instead of \u201cTableStart\u201d<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"809\" height=\"451\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-256.png\" alt=\"\" class=\"wp-image-66761\" style=\"width:813px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-256.png 809w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-256-300x167.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-256-768x428.png 768w\" sizes=\"auto, (max-width: 809px) 100vw, 809px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Insert merge-fields (any) into each cell from the second row of the table, including in the first cell immediately after \u201cTableStart\u201d merge-field and also into the last cell before \u201cTableEnd\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Edit each merge field and rename it with the ID of the desired multi-record Dossier Field using the format \u00abFieldID\u00bb<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"964\" height=\"123\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-258.png\" alt=\"\" class=\"wp-image-66763\" style=\"width:835px;height:auto\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-258.png 964w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-258-300x38.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-258-768x98.png 768w\" sizes=\"auto, (max-width: 964px) 100vw, 964px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If necessary, add Totals into the last row in the same way, but using the format \u00abPageID_FieldID_TOTAL\u00bb when editing this merge-field.<br><br>Once you are finished with your document template, close the document and save the template back into Osprey.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Producing your document<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Running the document via Document production will show all dossier entries for your loaded client within your Word document.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"177\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-262-1024x177.png\" alt=\"\" class=\"wp-image-66768\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-262-1024x177.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-262-300x52.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-262-768x133.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-262-1536x266.png 1536w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-262.png 1810w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"284\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2024\/05\/image-267-1024x284.png\" alt=\"\" class=\"wp-image-66779\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-267-1024x284.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-267-300x83.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-267-768x213.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2024\/05\/image-267.png 1237w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>This guide will show you how to add multi-record fields into your standard documents Multi Record dossiers offer a way to record an ever-growing table of data. This may be a list of assets and their values when working with a probate or divorce matter, or a table of invoice details for a debt recovery [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":0,"template":"","categories":[188],"tags":[],"class_list":["post-17636","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-supervisor-case-management-setup"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Add multi-record dossier fields to standard documents | Customising Osprey | Osprey Academy - Customer support and training centrec<\/title>\n<meta name=\"description\" content=\"A step by step guide for merging information from multi-record dossier fields into documents in Osprey.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/add-multi-record-dossier-merge-fields-to-standard-documents\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Add multi-record dossier fields to standard documents | Customising Osprey | Osprey Academy - Customer support and training centrec\" \/>\n<meta property=\"og:description\" content=\"A step by step guide for merging information from multi-record dossier fields into documents in Osprey.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/add-multi-record-dossier-merge-fields-to-standard-documents\/\" \/>\n<meta property=\"og:site_name\" content=\"Osprey Approach Customer Support &amp; 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