This creates an easier workflow, lower maintenance, and a consistent experience for Homeowners and Staff alike. Using Merge tags effectively allows you to have a single letter template that will pull all the information you need. In addition to the standard, system-defined Merge Tags, found here: Merge Tags, all of the data found in both the Association > Additional Info and Homeowner > Additional Info pages can all be used as tags as well.Ĭlick here for more about Association Additional Info | Homeowner Additional Info Instead, you can easily customize letters using Merge Tags to pull in Association- or Homeowner-Specific information whenever possible. ![]() Creating 100 Association Overrides to a certain letter, for instance, means that if the verbiage of that letter needs to change (due to a law change or amendments to the governing documents), then you have to update 100 different letters! ![]() These overrides should always be exceptions, and should never be the rule. ![]() When to Use Association Override Letter Templatesīefore we discuss how to create Association Override Templates, we should discuss when to use them. Objective: This article provides instructions and best practices regarding association overrides.
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