Propertyware Knowledge Base

To create a Portfolio Mail Merge, perform the following steps:

1. Click the Reports tab.




2. Locate the Property Reports folder in the Report Folder sidebar.




3. Click on the plus sign to expand the Property Reports folder.
4. Select the Portfolio report and click the View Report button.




5. Click the Export/Print button to see a Mail Merge option available only when viewing the Portfolio report. Click the Mail Merge option.



6. Select the template.
7. Use the buttons at the top center of the screen to view, attach, publish, or email the document.
8. Click the Done button when finished.