Using merge fields within your tenancy document template enables you to pull a vast selection of data, stored within SME Professional, onto your document, so you don’t have to manually amend your document each time.
1. Go to Tenants > Create tenancy
2. Click Tenancy agreements
3. Select + New template, or if you already have templates uploaded, click the pencil icon beneath the Edit column
4. The merge fields available for use in the tenancy documents are found at the bottom of the page and are categorised depending on the type of data they are associated with (See below). This should make it easier for you to locate the merge field you are looking for.
5. Clicking the relevant blue bar will expand the tab and show you a list of merge fields for that category
6. Copy and paste the merge fields you need from here into your template, which then will be replaced by the relevant information when generating the document (see example below).
Note: We recommend that you paste the merge fields as plain text (Right-click and paste as plain text). This will ensure that the text does not pull across any unwanted formatting. Users of MacOS can use the keyboard shortcut of Shift + Command + V to paste without formatting.