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This guide has been reviewed against our global client base and classed as relevant to all regions |
The Letter Template Editor is
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an inbuilt tool to assist in managing new and existing letter templates for use in
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Reapit - access to this application within a company is usually limited
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Letter templates are created in Microsoft Word using mail merge fields
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- these fields instruct the template to take the required
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You may also find the following article useful:
1. Correct use of Merge Codes
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information from Reapit
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For more information on using the Letter Template Editor, click here: |
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:
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1a. Search for required merge code From search field:
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2. Merge code categories & formats When selecting your merge code:
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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.
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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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Example - letter needs sales property accepted offer price adding to it
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How to use mail merge fields in the Letter Template Editor - templates for use in Reapit are created in Microsoft Word using mail merge fields which instruct the template to take the required information from Reapit |