Use document and letter templates

Anywhere it is possible to generate a letter, create a document, or send an SMS message, it is possible to just enter free text into the onscreen editor box. However, you will find in everyday business that many letters or documents have similar content, and only the names and addresses change.

For example, consider a rent arrears letter or tenancy agreement (AST) in lettings, or a memorandum of sale or offer confirmation letter in sales. These documents' content is virtually identical each time, but you'll obviously want the relevant people's details to appear in each. 

Using templates 

There are two options to quickly generate commonly-used documents from templates:

• Use the in-built pre-defined Elevate templates

The quickest way to get up and running is to use the in-built templates from our Elevate library and add these to your own collection (My Templates gallery) for everyday use. 

• Create your own custom templates 

You can create a set of templates to use within the system, and assign these to appropriate categories or types for use in particular areas, e.g. an AST template.  By undertaking some preparation at the outset creating your own templates, you can save yourself and your staff a lot of effort each time you generate a new document. 

View and manage templates via Settings > Agency Settings > Templates.