Templates for Lettings

A. Default Lettings Templates

Customise the default templates via your PC:

1. Open a My Computer or Windows Explorer window

2. Browse to the folder containing the templates - this might be a folder named SCO or Tucasi Templates on your shared drive

3. Open and make any changes to the template that you require (such as adding your logo and contact details)

4. Save and Close the template

Open

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):

1. Click on the Configuration tab

2. Select Template manager

3. Select the Online access letter category on the left hand side

4. Choose a template from the middle menu (e.g. onlineAccountAccessLetterHirer)

5. Select Edit letter template or Edit email template if your site is using the SCO Communications module

6. The template will open in Microsoft Word or an email editor

7. Make any changes that you wish, being careful to maintain any existing merge fields within the template

8. 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)

9. Ensure that the default location and file type are not changed

10. Close the file

C. Specialist Lettings Templates

Customise specialist Lettings templates via the Lettings module (this is an alternative to Option A above):

1. Throughout the system you will see options to Edit templates as part of the mail merge process

2. Select the appropriate click here button to open the master document

3. Make any changes to the master template that you require

4. Select Save

5. Close the template

For further help see:

Template Location

SCO Modules

FAQs