Mailmerge enables you to automatically have your documents filled in. This includes
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
4. Create a Merged Document
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.
Copy and paste your chosen variable including the brackets
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 accross all documents or specific to a document
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.
Choose from the drop down which model the document relates to (Tenancy or Notice.)
Tenancy>index page or within tenancy>menu>mailmerge
If the document is for signature do not share at this point. Fill in the text for the custom fields
Go to Tenancies > Notices (create Notice) > create Mail Merge
This linked to how to serve a notice
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