Custom Documentation and Branding

agentOS provides a comprehensive Document Editor that allows you to create custom letter templates and add your agency branding. You can upload, create, and edit letter templates, and customise a full list of system-generated sales and lettings templates.

Using the agentOS Document Tags Add-In:

You can insert merge fields into your templates yourself using our Microsoft Word Add-In:

1. Open Microsoft Word
2. Go to Add-Ins (or Insert > Get Add-ins depending on your Word version)
3. Search for "agentOS"
4. Install the agentOS Document Tags app
5. Use the add-in to insert the correct merge fields into your templates

This tool provides you with a complete list of available data tags for custom documents, making it easy to create personalised correspondence with the correct merge fields already in place.

Technical Requirements:

• You must have Microsoft Office 2013 or later installed
• All documents must be submitted in Word format
• Logo: 581 x 322 pixels
• Headers: 1189 x 202 pixels
• Footers: 1189 x 168 pixels

What are Merge Fields?

Merge fields are the places where the system should insert relevant information such as:

• Rent amounts
• Property addresses
• Tenant and landlord names
• Dates
• Reference numbers
• Other dynamic data

The agentOS Document Tags Add-In ensures these fields are correctly formatted for the system.

How to Submit:

Once you've created your templates using the agentOS Document Tags Add-In, please send all required documents (in Word format) in a single email to [e-mail], along with your logo, headers, and footers.

If you have questions about using the Document Tags Add-In, need to see an example of headers and footers, or need assistance preparing your templates, contact [e-mail].