Setting up a new Document Template

This is the area where you set up all your letter templates to be used throughout the system. This area is password protected so that only a few people can change the templates.

When using the templates in other parts of the software, even if you make changes, it will not make changes to the main template.

  • To create a document Template
  • Click on System
  • Click on Document Template
  • Click on Create new
  • Name the document
    mail_merge.PNG
  • Document Type: Select a document type, then save and close
    Owner: Only use this type if you are not mentioning the property or the tenant as the merge fields will not be available
    Property: You can use this for Owner and Property merge fields
    Tenant: Use this type if you want to use all available Owner Property and Tenant merge Fields
  • Note: When you use Tenant type and it is a letter for an owner i.e Owner Lease renewal letter, you can still run it from the diary as you will see all available letters and types in this area.
  • Once you have clicked save and close, you will be taken out to the main list. Click on Refresh and then your new document will show
  • Find the letter and click on the drop down arrow and select Edit Document 
  • Put your cursor on the letter and you can start typing the letter and putting in merge fields
    Mail_merge_1.png
  • The Merge fields are available at the top of the screen
  • Once you have finished, click save and close
  • This letter is now available to use

 

 

 

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