This option is perhaps the most powerful
features of the system. It allows for integration of most tenant data with a
Word template. This could be used to generate special Late Notice or eviction
notices, a completely custom Lease, or any other document that could be
created with Microsoft WordŽ. Some knowledge of Microsoft WordŽ is required
to successfully integrate the system with Word.
Once the Template is created, the bookmarks are inserted into the Template via the Insert command.
Name the Bookmark using the appropriate keyword.
The original documents that are created in Word must be saved as a Word Template in order to be merged. Use the Save As option under the File menu and save the document as a Document Template in the Documents Directory. The Document Directory is set in the Directory Location section of the Configuration option.
After the document is saved, it will be available in the Letters option. To select the document, simply double click on the document name. Microsoft Word will be started and the tenant information will be merged in place of the bookmarks in the Template.