Designing the Template
This section explains how to design document templates using the master field list. Users can use tags, tokens, variables, and functions to dynamically populate contract data in Word documents. It also includes a ready-to-use template example that users can paste directly into a Word document and upload to Real Estate Manager.
Designing Templates Using the Master Field List
Required Header for All Templates
Every document template must begin with the following header:
Document Generation
Template
What Is the Master Template?
The master template (e.g., Document Generator Test - All Fields.docx) contains a comprehensive list of all supported elements:
Table Tags – e.g., ##ContractProjectedPayments##
Value Tokens – e.g., [[Contract:ReferenceNo]]
Variables – e.g., {{A Test Date|D}}
Functions – e.g., [[add(CurrentDay,7)]]
These elements allow users to dynamically pull contract data into a Word document.
How to Add Fields to a Word Template?
Open Microsoft Word and start a new .docx document.
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Add the required header:
Document Generation
Template
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Insert tags from the master template where the data should appear:
For contract reference: Contract Reference: [[Contract:ReferenceNo]]
For projected payments: ##ContractProjectedPayments##
Save the document with a clear name (e.g., Rent_Summary_Template.docx).
Upload it via the Real Estate Manager Administration section as described in Document Templates section.
Important Rules
Use plain text—avoid smart quotes, shapes, or headers and footers.
Type tags exactly as shown in the master template.
Place table tags (##...##) on their own line.
Users can mix static text with dynamic fields for readability.
Resources
To explore more tags and examples:
Refer to the master template for all available fields.
Reach out to the Real Estate Manager administrator if a tag does not render as expected.
Template Example and Reference
Below is a ready-to-use template example. Users can paste this content into a Word document and upload it to Real Estate Manager to generate contract documents.
Document Generation
Template
Generated by: [[User:DisplayName]]
Date: [[CurrentDate]]
Contract Identification
This section provides the basic details that uniquely identify the contract, including its reference number, type, and description.
Contract Reference: [[Contract:ReferenceNo]]
Contract Description: [[Contract:Description]]
Contract Type: [[Contract:Type]]
Key Dates
Commencement Date – This is the official start date of the contract. It marks the beginning of the contractual obligations and rights agreed upon by the parties.
Expiry Date – The expiry date represents the end of the current term of the contract. After this date, the contract is no longer active unless the parties exercise renewal options.
Absolute Expiry Date – The absolute expiry date indicates the final possible end date of the contract, considering all renewal options linked to the agreement—even if those options have not yet been exercised. If the absolute expiry date extends beyond the standard expiry date, it means there are renewal options available that have not been utilized.
Commencement Date: [[Contract:Commencement]]
Expiry Date: [[Contract:Expiry]]
Absolute Expiry Date: [[Contract:AbsoluteExpiry]]
Current Term: [[Contract:TermStart]] to [[Contract:TermEnd]]
Next Review: [[Contract:NextReview:ReviewDate]] (Type: [[Contract:NextReview:ReviewType]])
Financial Information
This section displays projected payments and cost changes to help track financial obligations and trends.
Projected Payments
This tag produces a table that displays all scheduled payment amounts and their corresponding due dates for the contract.
Projected Payments: ##ContractProjectedPayments##
All Contract Reviews
This tag produces a table that lists all past and upcoming contract reviews, including review dates and types.
All Contract Reviews: ##ContractAllReviews##
Contract Guarantees
This tag produces a sequential stack of tables that show the type, amount, and guarantors of each guarantee.
Contract Guarantees: ##ContractGuarantees##
Contract Incentives
This tag produces a sequential stack of tables that show the type, date, amount, and description of each contract incentive.
Contract Incentives: ##ContractIncentives##
Contract Initial Costs
This tag produces a sequential stack of tables that show the description and amount of each initial cost.
Contract Initial Costs: ##ContractInitialCosts##
Contract Make Good Costs
This tag produces a table with the date of obligation and a sequential stack of tables that show the type, amount, and description of each make good cost.
Contract Make Good Costs: ##ContractMakeGoodCosts##
Contract Break Termination Penalties
This tag produces a table with the date of obligation and a sequential stack of tables that show the type, amount, and description of each break termination penalty.
Contract Break Termination Penalties: ##ContractBreakTerminationPenalties##
Parties Involved
This section details all participants in the contract, including vendors, contracted parties, and lessors.
Vendor / Contractor
Name: [[Contract:Vendor:Name]]
Contact: [[Contract:Vendor:Contact]]
Address: [[Contract:Vendor:Address:Full]]
Contracted Party
Name: [[Contract:ContractedParty:Name]]
Address: [[Contract:ContractedParty:Address:Full]]
Lessor
Name: [[Contract:Lessor:Name]]
Address: [[Contract:Lessor:Address:Full]]
Asset Information
This section provides details of the asset associated with the contract, including name, reference, and location.
Asset Name: [[Asset:Name]]
Asset Reference: [[Asset:ReferenceNo]]
Asset Address: [[Asset:Address:Full]]
Attachments and Clauses
This section includes contract clauses and any files attached for reference or compliance.
Contract Clauses: ##ContractClauses##
Attached Files: ##ContractFiles##