Page Comparison

1a.

Search for

required merge code

From search field:

• Enter search text and press enter on keyboard

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• Merge code options below are filtered to only offer those that contain the search text
  

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• In this example, expanding any of the

• sections will show merge codes

• relating to price

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- Hovering over a merge code displays a summary of the code on scree

• If , if creating/amending a template from property letters property letters, the merge code will be in the Property section
  Tip: every merge code that relates to a property starts with property 
  

• If you need to pull through the accepted offer price for a sales property in your letter:

  • navigate to Property > Sales 

  • click and drag Accepted Offer Price onto the letter template to the right
    

• The Accepted Offer Price (including the formatting preferences) merge code is shown on the letter template

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• Property. -codes that relate to a tenancy start with Tenancy. , and so on

Example - letter needs sales property accepted offer price adding to it

• Expand Property section, then expand Sales 

• Locate Accepted Offer Price
  Hover over any entry to display a tooltip on screen which explains the merge code

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• When selected, some codes offer more options regarding how the data should be formatted
  In this example, selecting the Accepted Offer Price code offers options below

for how the resulting data should be formatted (

• to change the formatting of the data - i.e. can choose to display as a price/with decimals, as a number in words or as a percentage

)

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• Click and drag the code onto the letter template to the right
  The Accepted Offer Price merge code is shown on the letter template

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1. Inserting a merge code After choosing whether to create a new template or edit an existing one, merge codes can be chosen in the Letter Template Editor toolbar From the toolbar Browse to on left: Expand the sections to find and select the required field Use the search bar to find the required code, see 1a  Click and drag the merge field from the toolbar to its required position in the letter Image RemovedImage Added
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2. ExampleWith any merge code, ensure Merge code categories & formats When selecting your merge code: Ensure you navigate to the right category for your code. For example :
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title 2a. Merge code information and options