Page Comparison

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 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

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
  In this example, expanding any of the sections will show merge codes relating to price

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2. Merge code categories & formats

When selecting your merge code:

• Ensure you navigate to the right category
  For example, if creating/amending a template from property letters, the merge code will be in the Property section

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 E.g. selecting Accepted Offer Price code offers options below 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 (highlighted)

  

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