The Tenancy Word Merge screen enables you to create Word Merge Letters to your Tenants in Bulk.
The Tenancy Letters screen will open:
Select the Word Template: To create a Word Merge document to Tenants, you will need to have already set up a Word Merge Template and entered the Template in to the Set Up Word Merge screen in Chintaro. (See Solution: Setting Up Word Merges).
Select to Create a Client Note: If the box is ticked, a Client Note will be created for all Tenants that you create the Word Merge for. The Note will display the type of letter that was sent in the Note Title, and will have ‘Added From Word Merge’ in the Note details.
Sort or Filter the screen: Use the sorting or filtering techniques to filter the columns on the screen to display Tenants you want to send the Word Merges to (EG Tenancy Status, Rent Calculated To Date, Rent Review Date, etc.). Click to select all Tenants, to deselect all Tenants, and to go back to the default view.
Microsoft Word will open with the letter/s of the Included Tenants, populated with the information from Chintaro
Client Notes will be created for each Tenant in the Include column, if you had the Create Client Note box ticked
Client Notes that are recorded from a bulk function such as Tenancy Letters will not show the details of the letter in the Note. The note will display the type of letter that was sent in the Note Title, and will have ‘Added From Word Merge’ in the Note details. If you want to record the Contents of the Note, copy the contents of the letter and paste it in to the Client Note.