CAO conditions in documents
Add the text of single CAO conditions to a document template. F110134 | 2026-05
Introduction
Before, a document template could only show the complete text of a CAO. You could not place one CAO condition, such as pension, at an exact spot in a document. Now you can add the text of each CAO condition to a document template.
Who is this feature relevant for?
- Administrators who make and maintain document templates
- Users who generate documents for placements, projects and accounts
Benefits at a glance
- Place each CAO condition at the exact spot you want in the document.
- Show only the CAO conditions that you need.
- Keep the formatting of the CAO text, such as bold and italic text.
Feature explanation
The tags that you can add to a document template now have a new group, ‘CAOConditions’. The group has 44 fields, one for each CAO condition. Examples are ‘pension_text’ and ‘sick_continued_pay_text’. The group is available for documents about a placement, a project or an account.
When you add a field to the template, the document shows the text of that CAO condition. The document uses the text with the latest start date on or before the reference date. A text for the company of the document comes before a general text.
The text keeps its HTML formatting, such as bold and italic text. If there is no text for a condition, MSR keeps the tag empty in the document.
Set-up / Implementation time
Add the tags that you need to your document templates. No other set-up is needed.