To create the custom resolution you will first need to create the applicable paragraphs types:
Resolution Header
Resolution Paragraph
Resolution Footer
Creating the Resolution Header, Paragraph and Footer:
Go to Process, Minutes and Resolutions.
In the Minutes and Resolutions window, click Paragraphs tab.
Select Custom.
Click New.
In the Select Paragraph Type window, select Resolution Header and click Ok.
In the Word Processor create your heading, using the relevant merge fields were possible.
Go to File, Save and Close.
Give your Resolution Header a name and click Save.
Repeat above steps to create Resolution Paragraph.
Give the Resolution Paragraph a name and click Save.
Repeat above steps to create Resolution Footer.
Give your Resolution Footer a name and click Save.
Creating the resolution:
Select the Company.
Go to Process, Minutes and Resolutions.
In the Minutes and Resolutions window, click Resolutions tab.
Select Custom.
Click New.
Give your Resolution a name and click Save.
Click Append.
In the Select Paragraph window, select your Resolution Header, Paragraph and then Footer, and then click Generate.
Click Field Replace Icon to generate for the selected client and click Save.
It will save to the clients HSoft/Data/Who/CLIENTREF folder, from where it can be run for future copies.
Custom resolution available for other companies:
The Custom Resolution is now available with the three relevant parts to use for other Companies also.
Select the Company.
Go to Process, Minutes and Resolutions.
In the Minutes and Resolutions window, click Resolutions tab.
Select Custom.
Click Generate.
Click Field Replace Icon to generate for the selected client and click Save.
It will save to the clients HSoft/Data/Who/CLIENTREF folder, from where it can be run for future copies.