Page Comparison

...

Info
This guide has been reviewed against our global client base and classed as relevant to all regions

The Letter Template Editor is an inbuilt tool to assist in managing new and existing letter templates for use in AgencyCloud Reapit - 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 AgencyCloud from Reapit

Tip
For more information on using the Letter Template Editor, click here: Using Letter Template Editor to create, edit and distribute letter templates

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 Removed Expandtitle

Image Added

1a.

Searching

Search for

the

required merge code

After entering search text, options

From search field:

Enter search text and press enter on keyboard
Image Added
Merge code options below are filtered to only offer those that contain the search text

Image Removed

In this example, expanding any of the

options

sections will show merge codes

relating to price

Image Removed

Image Added

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

:If

, if creating/amending a template from

property letters

property letters, the merge code will be in the Property section

Tip
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

Image Removed Expand

title	2a. Merge code information and options

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

- 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.

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
Image Added
When selected, some codes offer more options regarding how the data should be formatted
E.g. selecting Accepted Offer Price 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)
Image Added
Click and drag the code onto the letter template to the right
The Accepted Offer Price merge code is shown on the letter template

Image Added

Versions Compared

Old Version 20

New Version Current

Key

Related articles