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The Letter Template Editor is a 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 the following article useful: Letter Template Editor - Access & Distribution

1. Correct use of Merge Codes

  • With any merge code, you must ensure you are starting in the correct place. For example, if you are creating/amending a template from the Property Letters, you know that every merge code will start with 'Property'. Let's say you wanted to pull through the sales price; your code would be <Property.Sales.PriceFormatted>

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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