The article will show you how to:
1. Add Standard Variables to your Documents
2. Add Custom Variables to your Documents
3. Upload your Template
Arthur has ready-made ‘variables’ for you to use and insert into the blanks of your document. These variables will then become information once you mail merge.
Locate your chosen variables from within one of the areas. All your tenancy related items will be within tenancy above. Copy and paste your chosen variable including the brackets
Open your word document and paste to your word document
Arthur enables you to create your own ‘custom variables’, allowing you to create additional fields with or without values. These variables will then become information once you mail merge.
They are available:
Create the custom variable and paste in to your document.
When you are ready to mail merge, you will see that field appear – simply add the arrears number and it will be inserted into the document where the variable sits.
Once the variables have been applied save the document as .docx or .Opendocumenttext and upload the template. Either replace an existing file or upload a new one.
When uploading a tenancy template the model is “Tenancy”
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