In Jupix, you're able to set up and use merge tags within document and brochure templates.
This article includes:
- What are merge tags?
- How can tags be added to a template?
- What would cause a merge tag to stop working?
- How do you add the 2nd Vendor or Landlord to a template?
- How to manage multiple tenants details in templates
- Using full description extensible tags
- eSignature merge tags
- For all eSign documents
- Document merge tags and what they mean
What are merge tags?
Merge tags are used to pull specific information from a record within Jupix. For example: %price% will populate the price of a property, from the property record the document is created against.
How can tags be added to a template?
Merge tags can be selected when editing a template from The Document Editor.
For more information on The Document Editor, click here
Once the template has been opened to edit, the merge tags appear at the top of the screen. The left box contains all of the merge tag categories and the right box contains the merge tags to insert onto the template.
You don't need to insert merge tags from the top of the screen, they can also be free typed. However, never copy and paste merge tags as this will break them
For a full list of current merge codes available, please see the attachment at the bottom of this article.
What would cause a merge tag to stop working?
A merge tag will not work if it's copied and pasted into a template.
Merge tags can also break if they're identified as a spelling error. If a merge tag is underlined in red, right click on it and click Add to dictionary.
When a template is created in a record, the merge tags will only populate the information from within that record. For example, %eventStartDate_dmY% will only work if the template is created in an event record such as a Viewing or Market Appraisal. This is because these records contain an event date and time field.
If a merge tag is free typed, typed incorrectly but not deleted completely before being re-typed, this may break it. Make sure the tag is deleted completely and then type it again.
How do you add the 2nd Vendor or Landlord to a template?
In order to pull a 2nd Vendor or 2nd Landlords details, you'll need to use the owner2 merge tags. These merge tags will appear as below:
%owner_addressee% → %owner2_addressee%
%owner_fullAddress% → %owner2_fullAddress%
%owner_dear% → %owner2_dear%
How to manage multiple tenants details in templates
Using the %tenancy_repeatBlockStart% and %tenancy_repeatBlockEnd% merge tags:
Some tenancies may contain multiple tenant records and a template may need to include every tenants details. This is when these merge tags should be used.
These merge tags repeat the information typed in between them, pulling through each tenants details. The information will repeat to match the number of tenants in the tenancy and each tenant will appear in the order they were added to the tenancy.
For example, if the following tags are used in the document template;
Tenant Name: %tenant_addressee%
Tenant Contact Number: %tenant_contact_number_1%
Tenant Email Address: %tenant_email_address%
When creating the document from a tenancy with 3 tenants, the merge tags will pull through the information as below:
Using full description extensible tags
%full_description% - This merge tag pulls the full description from within a property record. It can be extended to change how the full description will appear on a document.
%full_description_title[u,i]% - This will make the room title underlined and italic.
%full_description_title[u,i,br]% - This will make the room title underlined and italic. This will also put the description of the room onto a new line, underneath the room title.
%full_description_title[u,i,br,#FF00FF]% - This will make the room title underlined, italic and appear in a different colour. This will also put the description of the room onto a new line, underneath the room title.
eSignature merge tags
When creating your PropertyFile Online Instruction Letter, you'll need to use the following merge tags to ensure your customers details are correctly populated.
These specific merge tags should only be used for the PropertyFile Online Instruction Letter template
For all eSign documents
The below merge tag should be inserted in all eSign documents where the relevant contacts signature should appear. The contact signature merge tag is only designed to pull through once therefore should not be added multiple times.
All other information such as the related property, date and signature block, can be populated by using our standard merge tags which can be found within the PDF below.
Document merge tags and what they mean
For merge tags, see the attachment below.