Still not able to be as custom as you need? No problem! Maybe your association wants an Association-specific letterhead or image. 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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