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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 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

Browse to

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

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1a.

Searching

Search for

the

required merge code

After entering search text, options

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

options

  • sections will show merge codes

related

  • relating to price

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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

: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

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    title2a. 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

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    • 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)

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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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    How to use mail merge fields in the Letter Template Editor - templates for use in AgencyCloud Reapit are created in Microsoft Word using mail merge fields which instruct the template to take the required information from AgencyCloudReapit