Configuring Tenant Letter Templates

Tenant Letter Templates provides reusable content for letters generated from tenant records.

Open Admin → Settings, then select Letter Templates under Tenant & Tenancy Settings.

Select the Tenant Letter Templates tab. The page separates Active Templates and Inactive Templates.

Adding a Template

1. Select Add Tenant Letter Template.
2. Enter a required Label that staff will recognise.
3. Choose Letter Type and enter a Letter Code and Default Fee where needed.
4. Set Include Header and Include Title, and enter Address Window Notice text if needed.
5. Set Status to Active for an available template and enter the required Letter Content.
6. Use the supported tags listed alongside the editor for tenant-specific information. Preserve tag spelling and punctuation.
7. Select Add.

Letter Type controls the workflow in which the template is used. Only one active CREL Rent Review Notice template is permitted; edit or deactivate the existing one before activating another.

Editing or Retiring a Template

Open the label, choose Options → Edit, make changes and select Update. To retire an active template, choose Options → Delete and confirm. It moves to Inactive Templates. Open an inactive template and choose Options → Re-activate to restore availability.

Review a generated letter before issuing it, including tags, header, title and fee. Editing the template does not send a letter. For the operational workflow, see Letters and CREL Rent Reviews.