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Creating and Uploading a Mail Merge Document

iDashboard's Mail Merge feature is a quick and effective way to generate documents for Properties and Contacts that you would normally have to write yourself.

With over 100+ mail merge fields available to use, iDashboard allows you to create any type of document you wish.

Below are step by step instructions on how to create single generation Mail Merge Documents for iDashboard.

An example Mail Merge Document has been provided at the bottom of this article to display how to structure your document.

A list of all available Merge Fields can be located by going to Admin & Account Settings > Library > Mail Merge Fields. Or alternatively all Mail Merge fields can be located in the following articles.

 

NOTE: You must have a Full Access Role (Administrator Role) to be able to upload Mail Merge Documents to iDashboard. If you do not have a Full Access role, please ask the administrator of your office to provide assistance.

NOTE: When creating single generation Mail Merge Documents for iDashboard we recommend using Microsoft WordPad or Text Edit if you are using a Mac Computer. Both application come pre-installed on your Operating System. Microsoft Word is not recommended as Word documents contain hidden code which will cause your Mail Merge Document to fail to upload to iDashboard.

NOTE: Mail Merge Documents must be saved as an RTF (Rich Text Format).

Hot to Create a Mail Merge Document

  1. Open Microsoft WordPad or Text Edit on your computer.
  2. If you already have a letter created that you would like to make a Mail Merge Document copy and paste this into your document. If you do not have a letter already created we recommend writing this before you begin these steps.
  3. Replace the content you would like to have merged with the applicable iDashboard Mail Merge fields by copying and pasting the merge fields into your document where you would like the merged content to be displayed.
  4. Once all Mail Merge fields have been entered, save your Mail Merge Document as an RTF.

How to Upload a Mail Merge Document

NOTE: You must have a Full Access Role (Administrator Role) to be able to upload Mail Merge Documents to iDashboard. If you do not have a Full Access role, please ask the administrator of your office to provide assistance.

  1. In iDashboard go to Admin & Account Settings > Library.
  2. Click Add New Item
  3. Select Mail Merge
  4. Give your Document a Name.
  5. Assign a Category for your document, or leave this as Uncategorised.
  6. Provide a Description for your document or leave this blank.
  7. Click Browse and select your Mail Merge Document from you computer.
  8. Click Create Item.

Your Mail Merge Document has now been uploaded to iDashboard. You will be able to generate your document from within each Property or Contact in iDashboard by going to the Document Library area of a Property or Contact.

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