How do I add merge codes?

Zenya Allen
Zenya Allen
  • Updated

CFPwinMan uses its own word processor. Merge codes can be added to a letter template and saved into your CFPwinMan Letters folder as a .txm file.

The steps below show you how to identify and add merge codes into a letter template.
For more information on Understanding merge codes, click here

If you are not sure how to create a letter template, ready to add your merge codes, click here to see how do I create a letter.

This article includes: 

Add merge codes

  1. Click the computer screen icon on the toolbar
  2. A new document page opens. Click Mail merge on the main toolbar
  3. Click Insert field on the dropdown menu to display a list of merge codes. Each group represents merge codes which can be found in the following areas of your CFPwinMan:
    1. Landlord Fields - Landlord Information
    2. Property Fields - Property Information
    3. Tenancy Fields - Tenancy Information
    4. Tenant Fields - Tenant Information
    5. Guarantor Fields - Guarantor Information
    6. Contractor Fields - Contractor Information
    7. Special Fields - Current date, users name, signature etc
    8. DocuSign Fields - Merge codes used for DocuSign templates only
  4. Click on a Merge code from a group, to display the Merge Code Translation on the right side of the Data Field 
  5. Double click on a Merge code to insert the code into your document
  6. Click Close 
  7. Repeat steps 3 - 7 until all merge codes have been entered

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Stop codes

Where a specific merge code is not available, a Stop Code can be added in to the document. When the document is merged, a prompt will appear for the user to manually enter the specific details.

An example of when a Stop Code might be used could be for the time you have arranged to meet a Tenant.

  1. Click the computer screen icon on the toolbar
  2. A new document page opens. Click Mail merge on the main toolbar
  3. Click Insert field on the dropdown menu to display a list of merge codes. Each group represents merge codes which can be found in the following areas of your CFPwinMan:
    1. Landlord Fields - Landlord Information
    2. Property Fields - Property Information
    3. Tenancy Fields - Tenancy Information
    4. Tenant Fields - Tenant Information
    5. Guarantor Fields - Guarantor Information
    6. Contractor Fields - Contractor Information
    7. Special Fields - Current date, users name, signature etc
    8. DocuSign Fields - Merge codes used for DocuSign templates only
  4. Click on a Merge code from a group, to display the Merge Code Translation on the right side of the Data Field 
  5. Type the name of your Stop Code in the Stop Codes field
  6. Click Add. The Stop Code is inserted into the document
  7. Click Close

When the document is merged, the system will prompt for you to enter this information, where it will appear in your document. 

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Related articles:

How do I add merge codes to a DocuSign letter