Mini-Storage Personal Accountant
Microsoft WordŽ Interface

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.

The integration is provided via the Bookmark feature of Microsoft WordŽ. In general, the Word bookmarks are replaced with the data from the tenants record. Bookmarks are named in Word and the name of the bookmark is what determines which field is inserted in the document. For instance, a bookmark named Tenant Name would be replaced with the name of the tenant. Each bookmark must have a unique name, so if multiple instances of the tenant name are required, each bookmark must have a different name. To accommodate this, each bookmark must only contain the keyword that identifies the data field. Therefore, a bookmark named Tenant Name1 and First Tenant Name would both be replaced with the name of the tenant.

Before inserting the bookmarks, the option for Viewing bookmarks should be enabled. To view the bookmarks in the document, on the Tools menu, click Options, and then click the View tab. Select the Bookmarks check box. Bookmarks appear as a reverse brackets (][) on the screen.

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.

 

MS Word Interface • Digital ImagesGate System Interfaces

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