Using merge fields within a tenancy pack document enables users to pull through a vast selection of data (stored within SME Professional) onto a generated agreement.
1. Locating available merge fields
Go to Tenants > Create tenancy
Select Tenancy packs
Click on + Add new template
Users will be presented with an accordion menu listing the different categories of merge fields available
Click on the relevant category name and the menu will expand to list the available merge fields within the chosen category.
Users can refer to the Field output example column to choose the required merge fields as this gives an indication as to how the data will be shown on the generated document.
2. Using merge fields
In Microsoft Word, open the required tenancy pack template.
Using the guidance above, locate the required merge field and within the merge field column, copy the full merge field (from $ to $). For example, $property.address.inline$.
Within the Word document, locate the area this merge field is to be added and paste the merge field in. Note, we recommend pasting as plain text so that no unwanted formatting is pulled through.
To copy as plain text, right-click and select Keep text only (the clipboard icon with an A).
Repeat these steps for all other required merge fields.
In the example below, the left-hand image shows the tenancy pack template with the merge fields highlighted in white and the right-hand image shows how the generated document would look.
