Saving a precedent as text only

What does ticking 'text only' when saving a precedent, actually save to the word template?
We're adding some vbscript to a precedent but find that it will only run if 'text only' is not ticked, which then does not merge our letterhead. Thanks

The text only setting, is a flag in the MatterCentre database which tells the system that the text within the precedent should be inserted into a Default Template, most commonly the letterhead, and not opened as the base template. In this instance the VBA available would be inside the default template and not the precedent template.

When the text only flag is not set the system will open a new document based solely on the precedent.

We are following your documentation 'Precedent Management' to create a new VB form, using AutoNew to display the form. This is working when text only is not ticked however we need the default template (our letterhead) to be merged. We plan to have different VB forms for different precedents.
We have identified that the issue is that the AutoNew function only fires when opening the precedent, but not when it is merged with the default template. We are looking for a way to display the form AFTER the default template has been merged with the precedent. Do you know how we can achieve this?

When we launch the precedent we ignore the Autonew function and uses JobProcessed instead. I've sent you a copy of a sample VBA precedent by email.I've looked at the documentation and it does refer to AutoNew and AutoOpen so it is confusing and we shall amend. The Advanced precedent guide is in need of an overhaul with instructions on how to use the Merging event in a precedent script.