Merging Documents - Overview/Create a Mergable Document

Paperless Office- Merging Documents Overview/ How-To

You can have information from your property file automatically merged onto your paperwork/contracts to save you time from filling this information out each time.  

Within the Paperless Office feature, you will see Merging Documents.  We provide a key for the fields of information that can be merged onto your paperwork. 

Simply add the code provided to the specific areas of your paperwork BEFORE uploading it into your account.  

You can upload this into any Property file.  Once that document has been uploaded it can be accessed in ALL property files. You can then merge the information from any property.  

If you have paperwork that you use often, simply add the codes we provide to your documents 1 time, and now you will never have to manually enter in the information onto your paperwork again!

How to Create Merging Documents

**PLEASE NOTE: Your documents will need to be uploaded as a WORD document in order for the merge to work.

1. Find the Property you are creating the paperwork for and ENTER that file by clicking on the address. (You can access your Property list from the PROPERTIES option in the Left Navigation toolbar.)

2.   Once in the file click on Paperless Office under the manage section on the left-hand side of your screen.

3.    Once in the Paperless Office click on ‘Manage Custom Forms’

3.    Next DOWNLOAD the View Auto-Form Key document as this document contains the codes that you will need to copy and paste onto your documents

4.    Once downloaded now you can copy and paste the codes onto the specific areas of your documents.  The codes are represented by double parenthesis.  Put a space between 2 codes if they are back to back on your paperwork such as ((PROPERTYADRESS)) ((PROPERTYCITY))

 Here is an example of how the merging fields will be presented on the document you are creating.

This is an agreement for the property located at ((PROPERTYADDRESS)) ((PROPERTY CITY))

The (( )) is where these details will be populated when the merge is completed.

Tip: We suggest copying & pasting these fields so avoid any type-o's

5.    Once your paperwork is completed, next click on ‘Upload Files’  
**Once the document is uploaded it can be accessed within any property file.  You will only need to upload the document once within any property file.

Now that the document is uploaded we can merge info onto the document