How to mail merge a document

Mail merge  enables you to automatically have your documents filled in. This includes:

  • Tenancy agreements
  • Notices

This article is linked to Sending your document off for digital signature

 

Creating a merged tenancy document

Either do this via tenancy index page or within the tenancy>tenancy documents>mailmerge

 

 

If the document is for signature do not share at this point. Fill in the text for the custom fields

Creating a merged notices

Go to Tenancies > Notices (create Notice) > create Mail Merge

This linked to how to serve a notice

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