How to link your converted Word Merge templates to Chintaro

Modified on Mon, 19 Feb 2018 at 03:19 PM

If you have received converted templates from Chintaro Support, you will need follow this two step process to set them up in Chintaro:

1. Add the Word Merge Templates to your \\SERVER\Chintaro\Data\Templates Folder

2. Link the Word Merge Templates to Chintaro

1. Add the Word Merge Templates to your \\SERVER\Chintaro\Data\Templates Folder

Open your \\Server\Chintaro\Data\Templates folder, stored on your PC or network drive (EG S\Chintaro\Data\Templates). If you are unsure where to find your Templates folder, click here to find the location of your Chintaro\Data\Templates folder.

Copy all of your converted templates from the email/Dropbox link sent to you, and paste the templates in your Chintaro\Data\Templates folder.

2. Link the Word Merge Templates to Chintaro

The second step in the process is to tell Chintaro about the new templates.

To set up Word Merges in Chintaro, from the Home Screen, click System Maintenance, then click Set Up Word Merges. The Set Up Word Merges screen will open:

This screen will open to the Tenancy Word Merge tab. Click on the appropriate tab at the top of the screen:

To link Arrears Templates, click Arrears tab
To link Tenancy related Templates, remain on the Tenancy Word Merges screen
To link Client Templates, click Client tab
To link Property Templates, click Property tab
To link Waiting List Templates, click Waiting List tab
To link Tradesperson Templates, click Tradesperson tab

NOTE: Receipt and Invoice Templates are not linked in the Set Up Word Merges screen. Click here to see how to add Receipt and Invoice templates in Chintaro.

To add the new template, click the cursor in to the box next to (New) in the line that has the asterisks and type the title of title of the letter you created. This is the name that you will see in the Word Merge pop up:

In the box next to the letter name you will enter the exact template name including the file extension. If you drop the list down, you will see the template you saved into your \\Server\Chintaro\Data\Templates folder. Select the relevant template:

Ensure the Active box is ticked.

Repeat this step for all converted templates.

NOTE: For Arrears Word Merge Templates, you will need to tick the additonal 'Word Mere' box to indicate that the template you are adding is a Word Merge:

For further help with setting up Word Merges

For further assistance with setting up Word Merges, please email support@chintaro.com.au.