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The Letter Template Editor is

a

an inbuilt tool to assist in managing new and existing letter templates for use in RPS; access to this application within a company is usually limited. Letter templates are created in Microsoft Word using mail merge fields; these fields instruct the template to take the required information from RPS.

You may also find useful:

For more information on the Letter Template Editor

- Access & Distribution1. Correct use of Merge Codes

, click here.

you must are starting in the correct place. For example, if you are Property Letters, you know that will start with 'Property'. Let's say you wanted sales price; your code would be <Property.Sales.PriceFormatted>

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

Browse to select the required field
It is recommended to use the search bar to find the required code, see 1a
Click and drag the merge field on the toolbar to its required position in the letter

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title	1a. Searching for the required merge code

After entering search text, options are filtered to only offer those that contain the search text
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In this example, expanding any of the options will show merge codes related to price
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2. Example

With any merge code,

ensure you

navigate to the right category for your code.

For example:

If creating/amending a template from property letters, the

merge code will be in the Property section

Note: every merge code

that relates to a property starts with property
If you need to pull through the

Info

title	See Example

Please see example on the right. You can see that i have searched for 'Price' and proceeded to click on Property > Sales > Price and dragged that onto my word document which has populated the code for me

The merge code is essentially telling the system what steps it needs to take in order to retrieve the information required.

The tool bar below displays merge fields that can be added to your template. Type/edit text for the template.

To insert a mail merge field, click and drag the merge field on the toolbar to its required position in the letter.

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info

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

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title	2a. Merge code information and options

Hovering over a merge code displays a summary of the code on screen
For some codes, selecting the code offers more options below
In the example above, selecting the Accepted Offer Price code offers options below for how the resulting data should be formatted (i.e. as a price/with decimals, as a number in words or as a percentage)

Versions Compared

Old Version 6

New Version 7

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