How to add variables to your contract and upload your template

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

 

This article is linked to

Creating a mailmerge

Sending your document off for digital signature

 

Adding standard variables to your documents

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.

  • Go to Documents > Mail Merge Templates > View Variables
  • Open the Variables list – Ensure you only use variables from the required area. E.g Tenancy variables for tenancy documents
  • Open your word document
  • Copy and Paste the variables into your document

 

Copy and paste your chosen variable including the brackets

 

Paste to your word document

 

Create custom variables to your documents

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:

  • Across all documents
  • Or specific to a document.

 

Create the custom variable and paste in to your document.

  • Create a name for this variable
  • The key is what will be inside the brackets of the variable. Most users copy and paste the name into that field
  • The order is the order you variable presents in the list of custom variables created

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.

 

Uploading your template

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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