Records

What is a Record?

A record is the data that a user saves when filling out a form. Saving and viewing a record is simple but SYNTAQ expands on the record to provide you with some advanced features not provided by any other document automation platform. We allow you to re-use a saved record in another app or form without having to re-key any data. This ability to reuse data is important to professional forms. For example, after data has been entered into a client engagement letter, it can then be used to fill and complete a suite of forms (and documents) for the same client.

Records Folder

Records are a representation of your data. This data has 3 layers.

• Records
  • Record Matters
    • Record Matter Items (the assembled documents)

For example you might set up a Record to group together all your Trusts, A Record Matter to collect all of Peter's Trusts, which might contain an Item which is Peter's Unit Trust and another which is Peter's Discretionary Trust - But how you define the structure is completely up to you.

When you are setting up a submission workflow you can nominate which Record or Record Matter you would like the Record Matter Item to be associated with, or you can simply create a new set altogether.

Users & Teams Access

In addition you can decide who will get access to this newly generated data. You can nominate individual users or you can nominate a team (which may have multiple users), by clicking the Share option in the Actions menu. Only Admins can change these permissions.