Customizing Letters
Back Office supports document templates (Microsoft Word) that can be customized via Setup > Templates
A few notes for customization:
- Text fields in grey are mapped/populated from the Back Office system
- Templates support company logos, address and other contact information
- Margins and merge fields can be re-arranged as needed
- Any fixed items should be modified on the template (i.e. Company tax number)
- Certain fields such as PID/Roll Number, Registration Number etc mapped from the Custom tab
Once the template has been customized, select Save
To close the window, select “x” at the top right and “x” to close the Letter Templates window
Generating Letters to Contacts
Navigate to the desired Transaction > select the Main tab
Do not edit the transaction at this time
Double click on the Seller/Buyer name (or their representation) and select the Word icon:
Generating Letters to Selling or Buying Brokerage
Navigate to the Transaction > select the Commission tab
Select the Selling & Buying Commissions icon to the right of Gross Commission (do not edit the transaction)
Within the Transaction Commission Details window, select the Microsoft Word icon:
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