Templates for Lettings
Useful information
Templates are supplied with the Lettings software and these can be updated to include your site's logo and contact details.
There are 3 areas where Lettings templates can be amended in the system.
Templates for Lettings
A. Default Lettings Templates
Customise the default templates via your PC:
Open a My Computer or Windows Explorer window
Browse to the folder containing the templates - this might be a folder named SCO or Tucasi Templates on your shared drive
Open and make any changes to the template that you require (such as adding your logo and contact details)
Save and Close the template
B. Online Access Letter for Hirers
Customise the Online Access Letter for Hirers via the Template Manager (you will need to update this letter template if your Hirers are booking or paying online):
Click on the Configuration tab
Select Template manager
Select the Online access letter category on the left hand side
Choose a template from the middle menu (e.g. onlineAccountAccessLetterHirer)
Select Edit letter template or Edit email template if your site is using the SCO Communications module
The template will open in Microsoft Word or an email editor
Make any changes that you wish, being careful to maintain any existing merge fields within the template
All templates should be saved with the prefix onlineAccountAccessLetter and must have the word Hirer at the end onlineAccountAccessLetterHirer
Either save over the master document or add to the filename to create your own version e.g. onlineAccountAccessLetterVersion2Hirer (ensure you keep the word Hirer at the end of the filename)Ensure that the default location and file type are not changed
Close the file
C. Specialist Lettings Templates
Customise specialist Lettings templates via the Lettings module (this is an alternative to Option A above):
Throughout the system you will see options to Edit templates as part of the mail merge process
Select the appropriate click here button to open the master document
Make any changes to the master template that you require
Select Save
Close the template
For further help see:
Contact our Customer Support Team
support@tucasi.com | 02380 016 564
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