How to create your own Mail Merge Documents/Templates

Navigation: System - System Setup - List Maintenance - Mail Merge Templates
Purpose: To create and manage your Mail Merge templates

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Shiftsuite will accept .dotx Word Template files for Mail Merge

Your letters need to reference specific fields within Shiftsuite in order to properly generate the information you are looking for.  The help document located below serves as a reference for what Merge Fields can be used for each type of notice.

Help - Setup Documentation - Mail Merge Fields

• Find the type of letter/merge you are doing using Mail Merge PDF help document
• Use any of the available fields for the letter category you're creating
• To insert a merge field, press CTRL+F9
  • Word will insert a merge field in the format {}
  • Right-click on the merge field and select Edit Field
  • Under the “Choose a field type”, select Merge Field, and in the “Field Name” textbox, enter the field name from the Mail Merge PDF
• After the last character of your Document insert (Next Page) Page Break under the Layout tab by clicking on Breaks

 

• • This will ensure the pages break expectedly
• Save the template as a .dotx file on your Local Machine (i.e. My Desktop)
• Upload the .dotx template in System - List Maintenance - Mail Merge Templates
  • If adding a new document, select NEW from the toolbar and enter all the information
    
• Confirm they are working by generating the respective letter from the Write Letters module
  (Property Management - Write Letters)