The list of Trustee Suite merge fields to be used with WordPerfect® and Microsoft Word® can be printed out on your computer from the Case Merge Report available on the Print Reports, Codes screen. The Case Merge Report shows the Trustee Suite standard field codes used when creating custom documents; i.e., final reports, case merge reports (mail merge) and 341(a) worksheet merge reports.
Accessing the Report
From the Trustee Suite Main Menu toolbar, select ‘Reports’, click on the ‘Codes’ tab and select ‘Case Merge Report’ from the Print Reports screen to invoke the Case Merge Report screen (shown below).
Generating the Report
From the Case Merge Report screen, populate the following fields:
- Report Type: Select ‘Final Reports Fields’, ‘Case Merge Fields’, ‘341(a) Worksheet Merge Fields’ or ‘341(a) Prep Merge Fields’ via the radio buttons.
- Sort By: Select either ‘Field No.’ or ‘Category’ via the radio buttons.
Printing the Report
From the Case Merge Report screen, select from the following options:
- Preview: Selecting this button enables you to view before printing.
- Print: Selecting this button sends the report to the default printer.
- To PDF: This button prints the report to PDF and saves a copy to Document Management.
- Cancel: This button undoes any changes and cancels the print job.
- Save Defaults: This button sets the current field selections as the default each time this report is accessed.