How to mail merge a document

Modified on Tue, 26 Mar 2024 at 11:44 AM

Mail merge enables you to automatically have your documents filled in. This includes:

  • Tenancy agreements
  • Notices


This article is linked to how to add variables to your contracts and  Sending your document off for digital signature


Creating a merged tenancy document

Either do this via tenancy index page or within the tenancy,>tenancy documents>mailmerge Or you can go into the tenancy itself> documents> mail merge

  

  If the document is for signature do not share at this point. Fill in the text for the custom fields

 


Creating a merged notices

Go to Tenancies > Notices (create Notice) > create Mail Merge This linked to how to serve a notice  

  

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