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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 e...
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Setup and Update Income and Expenditure Fees in REST Professional - Australia Overview Your owner Income and Expenditure fees can be setup up globally for all owners or for all owners currently being charged a specific amount. The fee can ...
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Adding a Global Comment to an Owner Statement In REST Professional you have the ability to add a global comment onto an Owner Statement. This will print and preview with the comment on the bottom of the statement whether printed or emailed to the ...
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Last Updated: 20/09/2018
in File Smart Common Questions
Why can't I open fileSMART Archive after I log in?
Overview
When the user tries to login to fileSMART Archive the program doesn’t open, and if the user tries to open it again a message is displayed ‘Only one instance of thi...
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Rest Professional to Property Tree - What Migrates & What Doesn't The following information outlines: what fields in Rest will migrate what fields are dependent on existing system options in REST for it to migrate what fields in Res...
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fileSMART for Property Management – Workflow Setup and Use Guide
Overview
Introduction
fileSMART Workflow changes the way a business moves documents around the office and handles their document approval processes. From the ti...
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Sending a Bulk Email Merge Learn how to create and send a bulk email merge through REST Professional. ...
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How to Allocate Overpaid Rent or Tenant Invoice Credit to New Property Overview You may have a vacating tenant who has paid past their vacating date or has funds held in Tenant Invoice Credit, however the tenant is moving from one property that yo...
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How to Archive in Rest Professional Overview A step by step guide to archiving Tenant, Property & Owner Details in Rest. If you are archiving all three master files (i.e. the tenant property and owner cards) it is important that you ensu...
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How to do a Global Change of Property Manager
Overview
In REST, you have the ability to do a global change to change a portfolio from one manager type to another.
This document will cover changing a Property ...