In Jupix, you're able to set up and use merge tags within document and brochure templates.
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.
This article includes:
How can merge 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.
Warning
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 complete list of merge tags that are available to be used, 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.
In the event Word considers any merge tag to include a spelling error (signified with a red line underneath it), you will need to right-click on the merge tag and select the option Add to dictionary to avoid any errors when generating the final document.
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;
%tenancy_repeatBlockStart%
Tenant Name: %tenant_addressee%
Tenant Contact Number: %tenant_contact_number_1%
Tenant Email Address: %tenant_email_address%
%tenancy_repeatBlockEnd%
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.
Why are the merge tags showing when I view an Adhoc Mailout?
If an email has a Status of Pending, the merge tags will still show as %contact_dear%, %office_fullAddressBR% etc.
After there is confirmation that the email has sent successfully (at which point the email Status will update to show Sent, the Adhoc Mailout merge tags will populate.
If you then click View to view the email in full, the details will have merged as expected.
E-Sign merge tags
You have a variety of options for the merge tags you can use with the E-Sign functionality.
- To dictate exactly where each signature appears, use:
- %esign_signature_tenant1%
- %esign_signature_tenant2%
or
- %esign_signature_owner1%
- %esign_signature_owner2%
You can increase the number at the end of the above tags if you require the signature of more than 2 tenants and/or owners on a document - you'll just need to ensure you have the same number of merge tags as you do tenants and owners who need to sign. The number of the tenant/owner will be determined by the order in which they are shown at the Preparation Stage when you tick to include them in the E-Sign process.
- If all signees will sign in the same place, use:
- %esign_signature_all%
This merge tag will insert a signable field into the document for each party attached to the contract. Each party will then get prompted to enter their signature when signing the document and each signature image will display stacked on top of one another.
- Finally, you can opt to use:
- %esign_signature_owners%
or
- %esign_signature_tenants%
These tags work similarly to %esign_signature_all%, but only insert signature fields for either all owners or all tenants, allowing you to keep them separated on the template.
- Alternatively, you can choose not to include any signature merge tags. The signature will still be digitally captured and will appear at the very end of the document only.
Document merge tags
For a complete list of merge tags that are available to be used, please see the attachment below.