Email templates can be used for nearly any email sent from Property Matrix, including mass tenant emails, payment reminders, upcoming-date notifications, and vendor communications.
Create or Manage a Template
Go to Settings > Communication Templates.
Click Create Template.
Enter a clear, recognizable template name.
Enter a concise, general Subject.
Compose the email body.
You can also:
Duplicate a template with the Copy icon.
Edit a template with the Pencil icon.
Delete a template with the Red X icon.
Add Data Fields to personalize information for each recipient.
Add Attachments
Click Add Attachment, then choose one of the following options:
Choose template: Attach a system template, such as an invoice or maintenance slip.
Choose report: Attach a dynamically generated report, such as a Balance Sheet or Invoice Payment Report.
Choose document form: Attach a document form that is not tied to a specific record type.
Add existing attachment: Select a previously uploaded file by choosing its location, such as a Building, Unit, Lease, Bill, or Maintenance Request, then selecting the record and file.
Upload a file: Attach a new file from your computer.
When adding existing attachments, you can also filter bill attachments to a selected range or choose management charge attachments when needed.
Save the Template
Click Save when the template is complete. It is then available when emailing multiple recipients or individual tenants and vendors.