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How to add merge codes to TOPS [ONE] form letters

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TOPS [ONE] Version 4.2.0.3, Last Updated 07/26/2018

 

Related Links

Create a New/Upload Template

Converting Form Letter to TOPS [ONE] Template

Add TOPS [ONE] Merge Code Manager add-in to Word 2013/2016

 

Description

This guide will give you step-by-step instructions on adding a merge code to a form letter

 

Step By Step

  1. Enable TOPS Merge Code Manager 
  2. This will open the TOPS [ONE] Merge Code Manager
  3. Select the Template Type and Categories

Template Type

CCR Letter

Check

Letter

Owner Access Registration

Statement

Categories

 Each Template Type will have its own categories which break down the merge codes for that type.

 

 To make them more manageable so you can easily find the Merge Code you want to insert into a form letter, use the down browse arrow to
open up the Merge Code Categories. To see all of the codes, click All

6. To add a Merge Code, search the list for the one you're trying to add.

In this case, we're going to look for Community Name

By selecting a Merge Code, you'll see the code get added to the document

Example: «CommunityDisplayName»

7. Continue adding other codes, like Owner Name and mailing address

Example:

8. Continue to type your letter, and enter the merge codes as you go along. 

9. Once you're finished with your template, it should look something like: 

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