How to Create your Own letter Template within Palace

  • Click on Tools, Document Templates
  • Click on Add
  • Give the new document a title

  • Select a type (as above), then click on save
  • The letter will now be highlighted, Click on Edit Document
  • A screen with an empty document should be showing in front of you now
  • Make sure the cursor is in the place that you want to start the letter
  • Check you have set the correct font size and style

 

  • If you want to put in a letterhead, click here for further instructions
  • Click on Mailings (Top of document) click on Insert Merge Field, scroll to the nearly the bottom and select "Current Date"
  • Move the cursor down the page and then click on "Insert Merge Fields again, select the fields that you want. i.e If you want Tenant Group Name, you scroll down to the T's find the merge field, click on it and it will appear in your letter.
  • Keep repeating this step throughout the letter entering in all the merge fields you need.
  • Once you have finished the letter, you can use the Agent Merge Fields to sign off. (Agent merge fields use the primary agent of the owner)
  • Keep in mind that if you will use the letter in the body of an email, then the email signature will be available, so you may not need to use agent fields.
  • Once set up, save and close out.
  • NOTE: Follow the same instructions for setting up SMS Templates, when you select the type, select the ones with SMS beside them i.e Tenant SMS.

 

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