Accounting - Mail Merge Templates - Adding and Editing

Navigation: System > System Setup > List Maintenance
Purpose: Adding and Editing your Mail Merge Templates

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Each management company is responsible for creating its own templates.

These are made completely outside of Shiftsuite Accounting in Microsoft Word, and saved as a Microsoft Word Template.

The Merge Fields PDF Document compatible with Shiftsuite Accounting Templates can be found under Help > Setup Documentation > Mail Merge Fields. 

By default, Shiftsuite Accounting provides your team with the following standard letters:

• First Notice
• Second Notice
• Notice of Lien
• Labels
• Status Certificate

To add your mail merge templates in Shiftsuite Accounting:

• Click on System > System Setup > List Maintenance.
• Select Mail Merge Templates.

• Click New and complete the required fields

• Use the Category field to specify the document's purpose. Multiple documents can exist within a category, so be sure to differentiate them.
  • Example: One budget letter may indicate a maintenance fee increase, while another reflects a decrease.
• Click Browse and select your template.
• Press OK to finalize.

Note: When searching for the file on your computer to upload to Shiftsuite Accounting, the converted document is typically found in Documents > Custom Office Templates.

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Uploading your Template(s)

Follow the instructions below, along with the guidelines in the Mail Merge Fields PDF, to create your own Mail Merge document templates.

You can find the Mail Merge Fields document under Help > Setup Documentation > Mail Merge Fields.

• Save your template to your Desktop as a Word Template.
• To add the template, navigate to System > List Maintenance > Mail Merge Templates.

To edit an existing template:

• Double-click the template to open the Mail Merge upload box with the current document attached.
• Click Browse and select the updated template.

Verify the changes by running the respective letter/merge from the menu.

Attached below is the Mail Merge Fields PDF for reference: