How to mailmerge a document

Mailmerge  enables you to automatically have your documents filled in. This includes

  • Tenancy agreements
  • Notices

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

Step 1 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

Step 2 Adding 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.

  • Go to Documents > Mail Merge Templates > Custom Fields>add key & Default value (if required)

 

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.

Step 3 Uploading your template

  • Once the variables have been applied save the document as .docx or .Opendocumenttext and upload the template.
  • Choose from the drop down which type of document this is (Tenancy Document, Notice.)

Step 4-  Creating a Merged Document

  1. Tenancy>documents>mailmerge

 

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

  

2.   Notices

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

  


 

Still have a question?

Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below