Search found 71 matches

by cklahr
Mon Jan 29, 2024 8:08 am
Forum: Automation Code Snippets
Topic: Settlement Date format in a code snippet
Replies: 3
Views: 747

Re: Settlement Date format in a code snippet

That worked. Thank you so much!!
by cklahr
Fri Jan 26, 2024 6:15 am
Forum: Automation Code Snippets
Topic: Settlement Date format in a code snippet
Replies: 3
Views: 747

Re: Settlement Date format in a code snippet

The issue appears to be with the "Context.SettlementDate" field. When I remove that or try another field, it works.

Thank you very much!
by cklahr
Fri Jan 26, 2024 6:14 am
Forum: Automation Code Snippets
Topic: Settlement Date format in a code snippet
Replies: 3
Views: 747

Settlement Date format in a code snippet

Hi, I'm trying to get the settlement date to appear in an email rendered via automation, but I'm getting an error. Any idea what the correct format would be? Also, how can I get the format of the text to match the rest of the text? Thank you! Code snippet: from System import * import clr clr.AddRefe...
by cklahr
Thu Jan 04, 2024 7:07 am
Forum: Automation Code Snippets
Topic: Add endorsement to file
Replies: 1
Views: 20269

Add endorsement to file

Hi, I'm using the below formula to add an endorsement to files where this endorsement is not already in the file. My issue is that it's adding the endorsement even when it already exists in the file. Does something in the below coding need to be revised? Thank you, from System import * from SoftPro....
by cklahr
Thu Jan 04, 2024 4:20 am
Forum: Automation Code Snippets
Topic: Formula Coding
Replies: 2
Views: 13998

Re: Formula Coding

Thank you very much!!
by cklahr
Wed Dec 27, 2023 7:11 am
Forum: Automation Code Snippets
Topic: Formula Coding
Replies: 2
Views: 13998

Formula Coding

Hi, The below code isn't giving me the desired results. Any idea what the issue can be? It works well if only one of the paragraphs are in. Otherwise, it checks only the last one? How can I have it check all if necessary? Thank you very much! value = "" Iterate {{Order.Buyers}} From 1 To #...
by cklahr
Wed Dec 13, 2023 6:55 am
Forum: ReadyDoc Development
Topic: Omitting part of a field
Replies: 9
Views: 33208

Re: Omitting part of a field

Hi, following up on this. Any update?
by cklahr
Thu Dec 07, 2023 7:05 am
Forum: ReadyDoc Development
Topic: Omitting part of a field
Replies: 9
Views: 33208

Re: Omitting part of a field

Thank you so much!! This is what I was trying to accomplish and it works great! However, this formula works in a document, but not from one field to another in the "Formula Editor" section of a field. Do you know if that is a possibility? It's showing as a "Syntax error".

Thanks.
by cklahr
Mon Dec 04, 2023 9:13 am
Forum: ReadyDoc Development
Topic: Omitting part of a field
Replies: 9
Views: 33208

Re: Omitting part of a field

See below. Thank you! Value = {{.Parent{TitleInsuranceCalculation}.Loan.SecurityInstrument.InstrumentType}} + " made by " + {{.Parent{TitleInsuranceCalculation}.Loan.SecurityInstrument.BorrowerNames}} + " to " + {{.Parent{TitleInsuranceCalculation}.LoanPolicy.ProposedInsured}} + ...
by cklahr
Fri Dec 01, 2023 4:57 am
Forum: ReadyDoc Development
Topic: Omitting part of a field
Replies: 9
Views: 33208

Re: Omitting part of a field

Hi, thanks for your reply.

I am aware of that option, however, in this case we want to pull specifically from the Proposed Insured field, as it sometimes differs from the Lender name.

Please advise if there's a solution to that.

Thank you so much!