Create a Library Template

MRI Box and Dice 27 August 2026 04:56

Summary

Learn how to create and customise Library Templates using mail merge fields and formatting tools to generate consistent correspondence.

This article covers:

How it works
Create a Library template from settings
Create a Library template from a contact or property

How it works

Library Templates can be created in Box+Dice and used to generate correspondence either individually or in bulk. All correspondence generated is recorded into the contacts' history. It will show you who, when and what was generated.

There are 2 areas where you can create a Library Template.

From Settings
From a Contact or Property record

Both options use the same editor and merge field functionality.

Create a Library template from settings

Creating templates from Settings is ideal for centrally managed or reusable templates.

To create a template from Settings:

Go to Settings
Select Library Templates
Click + Add New

Enter a template name
Select the template type
Choose the context (where the template will be generated from)
Select a folder and sub‑folder

Tip: To create your own sub-folder, simply type the name of your new sub-folder and the system will automatically give you an option to create a sub-folder.

Click Save

Once the template is created, you can customise the content.

Select a Page Setup at the top of the screen

Tip: To change the page margins, click the Edit icon next to Page Setup, then adjust and save the margins from there.

Enter your content as you would in Word
From the right‑hand pane, select a Category
Double‑click a merge field to insert it

Note: If a merge field is ambiguous (for example, First Name), you must use bookends to define the source (e.g. vendor, purchaser, consultant).

Use the formatting tools to align the template with your brand.

Before saving:

Apply required formatting
Toggle Marketing off if the template is not for marketing purposes

Click Save

Create a Library template from a contact or property

You can also create templates directly from where they’ll be used.

To create a template from a Contact or Property:

Go to: Contacts or Properties
Select the contact or property
Click the Library button

Select an existing folder, or click the + icon to add a new one
Under Templates, click the + icon

Enter the template name
Select the template type (Email, Letter, Report, or SMS)

Click Save
Select a Page Setup