Adding documentation templates

The 10ninety Property Management System contains a comprehensive range of letter, email, brochure and document templates. The central set of templates are managed under the top-level “Templates” menu, where it is possible to add, update or delete templates.

Adding a new letter or email template

  1. Click on the top-level “Templates” menu
  2. Identify who the template is for and click on the corresponding section (e.g. if the letter is for landlords, click on the “To Landlord” section)
  3. The screen will expand to reveal the different contexts that the letter or email can be created (e.g. if the landlord letter is related to a landlord’s residential property, the relevant context will be “Residential Lettings Property Templates”; if the letter relates to a letting at one of the landlord’s properties, the context is “Letting Templates”
  4. Having identified the relevant context for this new template, click the “Add” link beside that section.
  5. Type in the name and a brief description of this new template, and select the relevant layout. Click “Add” to save down the basic details of this new template.
  6. Click “Edit” to do start entering the text for this new template.
  7. Refer to the “Editing Template Text” section below for further details.

Adding a new document template

  1. Click on the top-level “Templates” menu
  2. Click on the “Documents” sub-menu
  3. Identify the context of template and click on the corresponding section (e.g. if the relates to a residential sales property, click on the “Residential Sales Property” section).
  4. Click the “Add” link beside that section.
  5. Type in the name and a brief description of this new template, and select the preferred layout (“Document Layout” will include your standard letterhead, whereas “Document Layout No HF” will have no headers or footers). Click “Add” to save down the basic details of this new template.
  6. Click “Edit” to do start entering the text for this new template.
  7. Refer to the “Editing Template Text” section below for further details.

Editing template text

Having clicked “Edit” to start editing the content of a template:

  1. An editor window will be displayed where you can update the content of the template. The window contains a number of buttons at the top, similar to those found in a Word document – e.g. text can be made bold or italic, font size changed, tables inserted etc. Hovering over each icon will identify its function.
  2. The templates can also include placeholders or “tags” which get swapped out with the live data when the actual letter/email/document is generated (similar to Word mail merge fields). Each data field in the system will have a corresponding tag that can be inserted, although the tags available to insert into a template will depend on the context of the template (e.g. the vendor name tag could not be included in a letting letter).
  3. To insert a tag:
    • Click in the editor window where you want the tag to be inserted – this will place the cursor in that position.
    • Click on the [TAGS] button at the top right of the editor window:
    • Moving down the list of sets of tags will expand the set to reveal all tags available in that set (e.g. hovering over “Landlord Tags” will reveal all landlord tags that are available):
    • Click on the tag that you want to insert
    • The system will insert the tag into the template, at the position of the cursor.
  4. To save your changes, click the “Save” button. We recommend you save your changes frequently if it is a large template.
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