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Introduction

The Meshed Platform supports Education Providers generating Agent specific documents, for example and Agency Agreement, using a template (.docx format).  The template can contain Meshed Platform specific parameters to include dynamic text in the generated document.


Document Template

To create an Agent document a .docx template is required. A template for each Agent document is created using MSWord.



The template can include the following parameters to include dynamic text in the generated Agent document.


ParameterDescription
{AgentName}Agent name
{AgentContactPerson}Contact person
{AgentAddress}Address suburb, state, postcode, country
{AgentTelNo}Phone Number
{AgentPrimaryEmail}Email address
{Today}Today date (e.g. 16/1/2023)
{ExpiryDate}Expired date (e.g. 16/1/2024)
{PrimaryTargetCountry}Primary target country
{AgentABN}ABN Number
{AgentContractIssueDate}Today date with ordinal (e.g. 16th January 2023)
{AgentCommission}Commission %
{AgentContractFinishDate}Commission to date with ordinal (e.g. 16th January 2024)


The templates (.docx format) are uploaded into the Meshed Platform

Location: Admin > Manage College Material > Templates > Docx > Agent


Agent Folder

If the Agent folder is not present the User may have to create it 





Generate Document




More information on this exciting new Meshed Platform feature coming soon.





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