Navigation: User's Manual > Document Processing: Creating Letters >
Creating Document Templates
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Navigation: User's Manual > Document Processing: Creating Letters > Creating Document Templates |
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Document templates are templates that you create with the IDEAS Word Processor to easily generate letters for Clients and Vendors. When you first begin to use the IDEAS Word Processor, you may not have any templates available and will need to create at least one in order to use the Document Template Merge feature.
When creating document templates, merge fields can be incorporated into the document. For more information on merge fields, see the Merge Fields section of this help system.
There are 3 areas in Property Clerk where document templates can be created. These areas are:
| 1. | Client Templates - Used to generate client letters. |
| 2. | Client Late Fee Templates - Used to generate client arrears and late fee letters. |
| 3. | Vendor Templates - Used to generate letters to vendors. |