12th July, 2019

Document Templates (Single Mail Merge): You can now use any template type (owner, property or tenant template) from any individual diary.

For example, if you need to send a letter or email to a particular owner (who owns multiple properties), you can do this from the owner diary and you will be asked to select relevant property/tenant.

When selecting a template you will now notice, all templates are available to selected and be used. Previously, you could only select owner template types from the owner diary.

  

Template.png

For a more in-depth look at how this all looks and works, click here to have a read of our step by step help file.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

Article is closed for comments.