{% extends "users/publicbase.html" %} {% load crispy_forms_tags %} {% block content %}

Notfallhilfe für die Agentur {{agencydata.name}}


Private Unterlagen

1

Handlungsleitfaden betrachten


Familie und Freunde

{% for familyc in area_1_fc %} {% endfor %}
Name Beziehung Adresse Telefon E-Mail
{{familyc.rd_name|default:""}} {{familyc.rd_rel|default:""}} {{familyc.rd_adresse|default:""}} {{familyc.rd_tel|default:""}} {{familyc.rd_mail|default:""}}

Vertrauensperson

{% for trust in area_1_trust %} {% endfor %}
Name Firma Adresse Telefon E-Mail
{{trust.rd_name|default:""}} {{trust.rd_company|default:""}} {{trust.rd_adresse|default:""}} {{trust.rd_tel|default:""}} {{trust.rd_mail|default:""}}

Vorsorgedokumente

{% for doc in area_1_doc %} {% endfor %}
Name Datum Beschreibung  
{{doc.document_name|default:""}} {{doc.document_date|date:"d.m.Y"|default:""}} {{doc.document_desc|default:""}} Download
{% for familyc in area_1_fc %} {% endfor %} {% for trust in area_1_trust %} {% endfor %}

2

Handlungsleitfaden für Vorsoroge & Finanzen betrachten


Bank-, Konto- & Depot-Vollmachten

{% for ele in area_2_deposit %} {% endfor %}
Name Anschrift Bank
{{ele.geber_name|default:""}} {{ele.geber_adresse|default:""}} {{ele.geber_bank|default:""}}

Digitaler Versicherungsordner  Zugangsdaten

{% for ele in area_2_ergo %} {% endfor %}
Benutzername
{{ele.ergo_username}}

Online-Banking

{% for ele in area_2_onlinebank %} {% endfor %}
Internetadresse/Bankname
{{ele.web_address}}

Wertpapiere, Versicherungsscheine & Altersvorsorge

{% for doc in area_2_doc %} {% endfor %}
Name Datum Beschreibung  
{{doc.document_name|default:""}} {{doc.document_date|date:"d.m.Y"|default:""}} {{doc.document_desc|default:""}} Download
{% for deposit in area_2_deposit %} {% endfor %} {% for ergo in area_2_ergo %} {% endfor %} {% for onlinebank in area_2_onlinebank %} {% endfor %}

3

Streaming Abonnements  Streaming-Abo

{% for ele in area_3_abos %} {% endfor %}
Name Benutzername
{{ele.name|default:""}} {{ele.username|default:""}}

Verträge

{% for doc in area_3_doc %} {% endfor %}
Name Datum Beschreibung  
{{doc.document_name|default:""}} {{doc.document_date|date:"d.m.Y"|default:""}} {{doc.document_desc|default:""}} Download
{% for streaming in area_3_abos %} {% endfor %}

4

Online-Accounts (Messenger, E-Mail-Accounts, Social-Media etc.)

{% for ele in area_4_digitalaccount %} {% endfor %}
Name Link Benutzername
{{ele.name|default:""}} {{ele.link|default:""}} {{ele.username|default:""}}

Dokumente

{% for doc in area_4_doc %} {% endfor %}
Name Datum Beschreibung  
{{doc.document_name|default:""}} {{doc.document_date|date:"d.m.Y"|default:""}} {{doc.document_desc|default:""}} Download
{% for account in area_4_digitalaccount %} {% endfor %}

Gewerbliche Unterlagen

5

Personal, interne und externe Partner inkl. Funktionen usw.


{% for ele in area_5_personal %} {% endfor %} {% for us in users_of_agency %} {% endfor %}
Name Funktion Intern/Extern
{{ele.name|default:""}} {{ele.function|default:""}} {% if ele.inorex == "in" %} Intern {% elif ele.inorex == "ex" %} Extern {% else %} {% endif %}
{{us.get_full_name}} {{us.profile.func|default:""}} Intern

Dokumente

{% for doc in area_5_doc %} {% endfor %}
Name Datum Beschreibung  
{{doc.document_name|default:""}} {{doc.document_date|date:"d.m.Y"|default:""}} {{doc.document_desc|default:""}} Download
{% for personal in area_5_personal %} {% endfor %} {% for personal in users_of_agency %} {% endfor %}

6

Bankkonten und Online-Bankzugänge

{% for ele in area_6_onlinebank %} {% endfor %}
Internetadresse/Bankname
{{ele.web_address}}

Dokumente

{% for doc in area_6_doc %} {% endfor %}
Name Datum Beschreibung  
{{doc.document_name|default:""}} {{doc.document_date|date:"d.m.Y"|default:""}} {{doc.document_desc|default:""}} Download
{% for onlinebank in area_6_onlinebank %} {% endfor %}

7

Verträge

{% for contract in area_7_contract %} {% endfor %}
Vertrags-Typ Eigentümer etc.
{{contract.contract_typ|default:""}} {{contract.contract_owner|default:""}}

Dokumente

{% for doc in area_7_doc %} {% endfor %}
Name Datum Beschreibung  
{{doc.document_name|default:""}} {{doc.document_date|date:"d.m.Y"|default:""}} {{doc.document_desc|default:""}} Download
{% for contract in area_7_contract %} {% endfor %}

8

Digitale Accounts (Webseiten, E-Mail etc.)

{% for ele in area_8_digitalaccount %} {% endfor %}
Name Link Benutzername
{{ele.name|default:""}} {{ele.link|default:""}} {{ele.username|default:""}}

Dokumente

{% for doc in area_8_doc %} {% endfor %}
Name Datum Beschreibung  
{{doc.document_name|default:""}} {{doc.document_date|date:"d.m.Y"|default:""}} {{doc.document_desc|default:""}} Download
{% for account in area_8_digitalaccount %} {% endfor %}

9

Sonstige Datenelemente

{% for ele in area_9_else %} {% endfor %}
Name/Titel etc. Beschreibung
{{ele.name}} {{ele.desc}}

Dokumente

{% for doc in area_9_doc %} {% endfor %}
Name Datum Beschreibung  
{{doc.document_name|default:""}} {{doc.document_date|date:"d.m.Y"|default:""}} {{doc.document_desc|default:""}} Download
{% for else in area_9_else %} {% endfor %}
{% endblock content %}