Client Communications

Bulk Email - Export Email Addresses to an Excel Spread Sheet Overview There may be circumstances where you would like to bulk email your Owners or Tenants a PDF or other type of attachment. These instructions are useful to enable you to se...

Bulk Emails Losing Formatting in REST Professional Overview When doing a bulk email through Other > Print letters/export data, if you have an SMTP set up, REST will send the bulk emails through this mail server instead of using Microsoft o...

Create a Date in Mail Merge Documents Overview Your mail merge document can be setup to create and automatically generate today’s date when merging, giving you a number of date formats to choose from. Steps Locate your word m...

Create a Mail Merge Template Learn how to create a new mail merge template using REST Professional and Microsoft Word, and how use this mail merge template via Other > Print Letters/Export Data. ...

Creating an SMS Merge Template in REST Professional Overview REST Professional gives you the option to be able to create a bulk SMS merge to multiple owners or tenants, similar to a bulk mail merge. The following instructions will ...

Error 5981 when Merging REST to a Word Document Overview Error 5981 may be encountered when merging from REST to a word document. This can happen in Word 2007 and 2010 and is normally that Word is opening the merge file in Protected View w...

How to Change Microsoft Outlook Security Settings Overview When sending bulk emails (i.e. owner statements, tenant invoices, sms messages, mail merge emails) out of REST and sending via Microsoft Outlook, you may encounter a message which requires...

How to Create and Edit a Mail Merge Template in REST Professional Overview The following instructions will guide you through the process to setup a new mail merge template in Word, which can then be used to merge letters or emails. This can eithe...

How to do a Mail Merge in REST Professional Overview In order to successfully process a mail merge in REST Professional you must have a mail merge template already created and ready to merge with. If you do not have this set up, refer to the docum...

How to do an Email Merge in Rest Professional   Overview In Rest Professional, you can merge to an email from a template saved in the Rest Word folder in the same way you would a normal merge letter, or you can create a new document to email throu...

How to do an SMS merge in REST Professional Overview You are able to send SMS messages through REST Professional providing you have a service provider.  Microsoft word sends a series of emails to your service provider.  The SMS service pro...

How to Export Data in REST Professional Overview REST Professional can now export selected fields to excel.  The export data feature will allow you to: Export Tenants, Owners, Creditors, Properties, Holiday Bookings, Sales, Solicitors, Diar...

How to Setup SMS Messaging through Commerce Australia Overview Sending SMS messages in REST is accomplished by using Commerce Australia and before you can start sending SMS messages, you must first contact Commerce Australia and establish ...

List of Merge Fields in REST Professional Overview Attached is a list of merge fields available in REST.  We recommend (for mail merge) your templates be setup with Tenant Merges where possible as the tenant merge fields have a more extens...

Managing ADL Forms in REST Professional and fileSMART Overview This guide describes how to use REST Professional with fileSMART Archive document management integration when ADL forms is being used to create merged PDF documents. Step ...

Merging – Error Accessing Internet Background When merging through word, REST Professional needs to access certain areas of your PC and the internet. This error message comes up when it cannot access...

How to Print Owner or Tenant Labels in Rest Professional Overview You can print owner or tenant labels in Rest Professional onto your label stationery. You can do this for all, a range or just one owner / tenant if you need to. This document will...

Ray White G5 Mail (Gmail) without Outlook and Rest Below are the instructions for setting up Outlook via IMAP to work with the G5 (Google Apps) platform that is used by Ray White. Setup Instructions In Outlook, create a new IMAP a...

REI Forms Integration with Rest Professional  REI Forms allows you to complete real estate forms online. The forms and agreements are legally compliant and 100%  backed by each of the state based REI association. Prerequisites To use REI Forms...

REST Professional Owner & Tenant Portal Brochure Template Click here to Download the Microsoft Word Template ...

REST Professional Owner & Tenant Portal Brochure Template Instructions The Owner & Tenant Portal Brochure can be used to educate current clients or add to your business  development presentations to help you grow your business. Follow the instruc...

RockendSMS Enhanced Integration in Rest Professional Overview Rest Professional and RockendSMS Online (Edgility) allows single and bulk SMS messages to be sent via an online service. Some of the features of RockendSMS Online include: A history...

RockendSMS  RockendSMS does more than send messages from REST Professional or STRATA Master software program! Visit  https://rockendsms.edgility.com.au/ to find out more. ...

Runtime Error 75 when Merging in REST Professional Overview Runtime Error 75 may be encountered when merging from REST to a Word Document if the Windows user account does not have full access rights to the C:\REST ...

Sending a Bulk Email Merge Learn how to create and send a bulk email merge through REST Professional. ...

Sending an Individual Email from a Master File Learn how to send an individual email from a master file in this short 2 minute video. ...

Sending an Individual SMS from a Master File Learn how to send an individual text message/SMS from a master file in this short 2 minute video. ...

Updating Mail Merge Fields in Inspection Letter Templates Learn how to update existing inspection mail merge templates with new merge fields in this video. ...