How can I speed up the creation of mandates?
This article has been machine translated. If you find any errors, we would be grateful if you could report them to translation@timesensor.com.
Due to the many setting options, creating a new mandate can take some time. To save time and to ensure that your mandates are consistently opened in a uniform manner, it is therefore recommended to use template mandates and/or template clients.
What is a template mandate?
A template mandate is a mandate that is preconfigured with all settings and thus serves as a template for new mandates. This saves you tedious configuration work. In addition to the actual mandate settings, the links to addresses and other associated data of the template mandate are also transferred
- Comments
- Dates, deadlines and resubmissions
- Templates
- Documents
In principle, a template mandate can be created in any dossier. You can, for example, create it in the dossier of a major client, or you can create a specific dossier which only serves the purpose of the template, i.e. you create a template client.
What is a template client?
A template client is a client for which one or more mandates are preconfigured with all settings so that they can serve as templates for new mandates. The concept is thus extended here in that a template client can have any number of clients or subclients. You can thus take over an entire mandate structure with one click and save yourself all the configuration work. Otherwise, the principle is the same and here, too, not only the mandate settings are taken over, but also the links to addresses and other associated data.
How do I configure template mandates or template clients?
Create a dossier for the sole purpose of the template. This is your template client. The dossier can be located in any area, but it has proved useful to create it in the staff area, as not all users can access it here. Setting up template clients or template mandates is, of course, the responsibility of the programme administrator.
In order for the template clients or the template mandates to be recognised as such by the programme and to be suggested when creating the mandate, you must assign them in the parameters (settings area). Click on "Finance" in the parameter window and click on "Template client". Click on the plus button to call up the selector. Drag and drop the created template mandates from the selector to the template client area as usual. This looks like this for the example above:
If you want to use an individual mandate, which does not necessarily have to be in the file of a template client, as a template, click on Template Mandates. Here you create a new line with the plus button and type a few letters of the client in whose dossier the template mandate is located:
What are the default values for?
If you click on the radio button Default values, you can specify default values for new mandates. These default values serve as fallback settings. If you do not have any template clients or template mandates, or if you do not select a template when creating a mandate, timeSensor LEGAL nevertheless tries to suggest sensible settings for the new mandate. To do this, timeSensor LEGAL selects
- the settings from the default values, or
- the settings from the latest (top) mandate of the current client
Where timeSensor LEGAL takes the settings from depends on the menu Create according to.
Create a new mandate
If you have defined template clients or template mandates, timeSensor LEGAL will automatically present you with the list of templates when you create a new mandate. Select the appropriate mandate(s) from the list. The mandates are now automatically created in the dossier.
If you do not select anything and click on Continue, timeSensor LEGAL opens a new mandate with the default values or according to the last mandate of the same client.
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