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Found 5 results

  1. Background: Dibcase has the ability to merge client, claims, contact, and company information into PDF merge documents. However, before that process can be completed, you must use templates that already have merge fields added or add them yourself. In this guide, we'll walk you through the basics of creating a merge template PDF document. Step 1: Securing The Raw Document Note: You can download forms here that already have merge fields added Forms that you download from https://www.ssa.gov/forms/ have security settings that prohibit users from editing them. To edit these "protected" documents, you must either print them out and re-scan them or "Print them as a Microsoft PDF". Printing to PDF will remove the the merge fields that may have been on the template. Once you have a your raw template with no merge fields, you can go the Step 2. Step 2: Open PDF Document With Adobe Acrobat CC Step 3: Use the "Prepare Form" tool to have Acrobat detect and create merge fields. Step 4: Click "Start" To Prepare Form Adobe will detect where it thinks merge fields belong and add checkboxes and text fields. Sometimes this works well but you will have to rename the fields with the Dibcase merge fields to tell Dibcase which data corresponds with which fields. Merge Field Rules: 1. You must change the title of the Adobe merge field to correspond exactly with the name of the Dibcase merge field. The field titles can be changed by using the Properties field of the merge field 2. All checkboxes must begin with "CK_" in order for Dibcase to know it's a checkbox. (Note: These can be set as "On" or "Off" when importing templates. 3. If you have a multi-page document, fields that are identical must have a unique name. For example, "{CLIENT_SSN} 1" would be appropriate if that field appeared on page 1 of your multi-page form. If that field were to appear on page 3 again, for example - you would need to label the field "{CLIENT_SSN} 3" in order to get both instances to merge properly. 4. You can combine multiple fields in a single merge box. For example, "{CLIENT_ADDRESS} {CLIENT ADDRESS2} can be combinded in the same merge field. 5. You can create dropdown fields in your Adobe file. Tip: Fields that will never change can be hard-coded using the "Edit" command. For example, firm EIN can be hard coded to your SSA-1695 to ensure it never changes or gets keyed-over by a user. Conclusion Creating multi-page merge documents can be technically difficult and time consuming. However, once you create and upload your template(s) they will save you time and guarantee a quality uniform look to all of your documents. Part Two
  2. Version 1.0.0

    17 downloads

    SSA-1696 Claimant's Appointment of a Representative SSA-827 SSA-3288 SSA-1693 FEE AGREEMENT
  3. Background: Dibcase can generate merge documents using two methods. The first method involves using our internal template creator and that method offers a great amount of flexbility. However, some form cannot be generated using this method due to their inherent complexity. We added a second method to allow users to merge data into any PDF document from either SSA, VA, or any agency. This tutorial discusses how to use merge forms that have already been mapped with Dibase merge fields. You must add merge fields before importing PDF documents into Dibcase. If you start with a raw PDF document, you must add merge fields using Adobe Acrobat. Step 1: Select PDF Document With Merge Fields Added Note: Merge fields, if added, may be highlighted in blue in Adobe Acrobat Note: Merge fields must be added before you can merge Dibcase client, claims, contact, and firm data in a document. Step 2: Navigate to the Dibcase Template Editor Page Step 3: Upload Merge Document and Name It Note: Checkbox fields must be named "CK_NAME" with the "CK_" prefix in order to set a default "On" and "Off" state. Step 4: Click the "Save" button and your document template will be added and visible in the "Document Manager" Step 5: Open the document as you would an internal document and select the client, claims, and contact data as appropriate. Step 6: The new pdf merge document will appear in a new tab on your browser. You can then print the document or download for further editing. Step 7: Select the "Preview" button to create the new PDF merge document The document an be downloaded and edited in Adobe Acrobat CC or other PDF editor. Notes: The document will retain the Dibcase generated name assigned for your convenience. Signature blocks are not supported and must be added when sent to client for signature via Adobe, Hello Sign, etc.. Documents with signature blocks will not render properly and should be delete from the form(s).
  4. Do you have any custom forms you'd like to share or have added to Dibcase? Submit your requests here and attach the form to your request.
  5. How do I assemble the forms that I will need to create a representation package? We offer several packages that you can edit / customize to your needs: REP PKG FULL ATTY 2019 rev 08-2019 (Has the newest SSA-1695) Firm - SSA - Rep Pkg Full - Attorney -1693 -2019 Hi-Tech and HIPAA Firm - SSA - Rep Pkg Full - Attorney (Legacy) - Older version with a regular text fee agreement. We have several videos discussing how to get started in Dibcase and includes information about customizing your rep pkg, https://www.dibcase.com/wp-content/uploads/2018/12/Getting-Started-With-Dibcase-COMP.mp4
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