Merge Fields

Merge Fields are used to insert field information from Acquaint into Letters, Emails, and SMS Texts.

Using the MS Word Add-in to insert Merge fields

The MS Word Add-in must be installed on the PC, once installed an Acquaint menu will appear in the MS Word ribbon. If the Word Add-in is not available on the PC this can be installed via File → Third Party Integration → Miscellaneous → Install Word Add In.

1. Select a Merge Field Group

2. Click the place in the document you want the Merge Field to be inserted

3. Double click on the Merge field. Repeat for additional Merge Fields as required

4. Save the MS Word template using the Save button in MS Word.

5. Return to Acquaint CRM and save the Letter Template.

Inserting Images

When the Template is opened in Edit Mode in MS Word an Insert Picture Fields icon will appear. Property details such as EER Charts, EIR Charts, Floors Plans and pictures are inserted into templates using Image Placeholders.

Click the Insert Picture Fields icon and the Image Placeholders column will appear listing the available fields. Click the desired position in the Word Document and select the required Image Placeholder by double clicking. You can use drag and drop to move the Image Placeholder and resize. Save your changes using the Save button in MS Word.

Insert Images into Emails with Merge Fields

Property images can be inserted into emails using Property Picture Merge Fields.

Settings allow height and widths to be specified E.g [PropertyPicture1] is the standard field, but [PropertyPicture1#H300#W400] will also set its dimensions.

Create the email layout/design in MS Word, then simply select all the content (CTRL + A) and use the 'Paste the Content that you copied from MS Word' to paste the design into the email template.

Using Definable Fields in Mail Merge

1. Merge Fields for Definable Fields will not appear with the other Insert Merge Fields options, these must be inserted via an alternative method.

2. In MS Word under the Mailings tab click the option for Insert Merge Fields.

3. The Definable Merge fields should appear (at the bottom) and will be prefixed 'DF' E.g. DF1000_MyDefinableField

Creating Forms using Signable Tags

Forms can be created using the Signable service, this enables the form to be completed electronically and returned electronically through Signable and imported back into Acquaint.

Edit or create a new template in File → Configuration → Letters → New/Edit.

1. Click the place in the document you want the Signable Tag to be inserted.

2. Click the Insert Signable Tag icon

3. Select the Signatory from the drop-down list of your Contact Types.

4. Select the Type from the drop-down list, this determines the behaviour of the field. Options are as follows:

• Text

• Signature

• Date

• Check Box

• Attachment

1. In the Text field type some text to give the field a label.

2. Leave the Custom Size check box blank to use the default size. Otherwise select the Custom Size check box if you wish to specify a specific size for the Signable Tag and use the Height (px) and Width (px) options accordingly.

3. The Required field denotes whether it is a mandatory field, this defaults to Yes but can be changed to non-mandatory by selecting No.

4. The Group field groups with a Check Box. For example the image below show a Check Box field for the title Mrs and another for Mr.

In MS Word give the Merge Field a description / label so the recipient can read the label.

1. Save the Form/ MS Word template using the Save button in MS Word.

2. Return to Acquaint and click Save to save the Letter Template.