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.
Parameter
Description
{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.