IPS – How to “Add Custom Forms”

insolvency process software

IPS – How to “Add Custom Forms”

Creating a Custom form or document in IPS

Custom letters within IPS are a fantastic tool to create a form, specifically created with your own wording and logo to communicate with your Debtors. Common examples of custom letters include the cover letter sent with a discharge or certificate of full performance, or when a payment is returned as NSF. These are letter which your firm frequently sends but are not prescribed forms under the Bankruptcy and Insolvency Act.

Custom Tags

In your custom letter, IPS can automatically insert information from the estate information by using Custom Tags.

To find a list of tags which you can insert in your custom letter template, follow these steps: – Open any estate;

  • Click on Form and Reports
  • Look for a form called “All Custom Tags”
  • Double click on “All Custom Tags” then click edit.
    •  This will open the word document containing the custom tags so you can quickly copy them and insert the tag your need in your new Custom Letter template.
    • The tags are formatted as <>. Ensure you copy the entire tag.

Creating your Custom Letter

In Word, on your firm’s custom electronic letterhead, compose your new letter. Copy and insert the custom tags where you want IPS to insert data for you. You will need to find where your firm saved it forms on your network. Save this custom letter template to this location. Make note of where you have saved the template as you will need this information again.

Here is an example of a draft custom letter on sample letterhead with custom tags added:

Once you have saved your Custom Letter template to your forms folder on your network, navigate to (screenshot below):

  • Global
  • Administration
  • Enterprise
  • Form Categorization
  • Select the type(s) of administration this custom letter is for, Division II proposal in this example.
    • You will have the option to include several types of administrations later in
      the process if your letter is used on different types of estates
    • – Click the green plus sign

 

Once you click the green plus sign, the following  pop up box will appear. Enter your form name and a form code. In the ‘Form Code’ field, enter the form name again but without spaces. Select the type(s) of administration this form will be used for this. In our example, we will be using the form for all types of proposals.

Once completed, click “Save and Close”. You are now ready to start using your form.

Navigate to an estate and the form will appear for estates in the specific type of administration you selected for the form. The following screen shot shows the new form appearing on the list of forms in a proposal estate:

Double click on the letter for the following results. You can print, preview or edit at this point.