Why am I seeing the error message 'Unable to find required merge codes' when I have inserted them into the document?

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eSigning FAQs
- eSigning Merge Codes Do's and Don't's
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- Which Compliant Agreements & Documents are available for eSignature?
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- Why am I seeing the error message 'Unable to find required merge codes' when I have inserted them into the document?
- What do I do if I have more than one tenant/landlord that I need to get an eSignature from?

If you are seeing the following message:

You will need to make sure that the template has been created, via Tools > Configuration > Templates, using the correct merge codes with the Correct (curly) bracket type provided in our merge codes list.

Please see examples below:

{landlord_esignature_block}

{applicant_esignature_block}

Once the letter is created through the record, the merge codes will format with square brackets:

[landlord_esignature_block]

[applicant_esignature_block]

This process should only happen with the generation of the letter, and not by manually inserting the merge codes with the square brackets, as these will not merge in the same when sending the document for eSign.

Please see Producing your first standard letter for an explanation on how to create a template via the individual record, within Expert Agent.