When creating a document, you can select an action that triggers the document to be created. Not all document replacements are available to use with all triggers. Below is a list of available replacement fields for each trigger.
Letter/Postcard Document Triggers
Trigger |
Replacement fields |
|---|---|
AD HOC |
Contact, Date, Disclaimer, Facility, Invoice, Lead, Ledger, Move-in, New Ledger, New Unit, Previous Ledger, Previous Unit, Tenant, Transfer Unit Event, Unit, User |
AUCTION RECEIPT |
Bid Winner, Date, Disclaimer, Facility, Payment Event, Unit Processed Auction Event, User |
AUTOPAY FAILED |
Contact, Date, Disclaimer, Facility, Payment Event, Tenant, User |
AUTOPAY SUCCESSFUL |
Date, Disclaimer, Facility, Payment Event, Tenant, User |
BAD DEBT WRITE OFF |
Date, Disclaimer, Event, Facility, Tenant, User |
CALL LEAD |
Date, Disclaimer, Facility, Phone Call Event, User |
CREDIT CARD EXPIRED |
Date, Disclaimer, Facility, Payment Method, Tenant, User |
CREDIT CARD EXPIRING |
Date, Disclaimer, Facility, Payment Method, Tenant, User |
DELINQUENCY |
Date, Delinquency, Disclaimer, Document, Facility, Invoice, Ledger, Tenant, Unit, User |
DOCUMENT UPDATED |
Contact, Date, Disclaimer, Facility, Ledger, Tenant, Unit, User |
GATE ACTIVITY |
Date, Disclaimer, Facility, Tenant, Unit, User |
GATE ACCESS DENIED |
Date, Disclaimer, Facility, Tenant, Unit, User |
COMBINATION LOCK REQUEST |
Date, Disclaimer, Facility, Tenant, Unit, User |
GATE CODE REQUEST |
Date, Disclaimer, Facility, Tenant, Unit, User |
INSURANCE EXPIRED |
Contact, Date, Disclaimer, Facility, Ledger, Tenant, Unit, User |
INSURANCE EXPIRING |
Contact, Date, Disclaimer, Facility, Ledger, Tenant, Unit, User |
INVOICE |
Contact, Date, Disclaimer, Facility, Invoice, Tenant, User |
LEAD CREATED |
Date, Disclaimer, Facility, Lead, User |
MISSED FUTURE MOVE-IN |
Date, Disclaimer, Facility, Lead, Ledger, Tenant, Unit, User |
MISSED MOVE-IN |
Date, Disclaimer, Facility, Lead, Ledger, Tenant, Unit, User |
MOVE-IN MANAGER |
Contact, Date, Disclaimer, Facility, Ledger, Move-In, Tenant, Unit, User |
MOVE-IN |
Contact, Date, Disclaimer, Facility, Invoice, Lead, Ledger, Move-in, Tenant, Unit, User |
MOVE-OUT |
Contact, Date, Disclaimer, Facility, Ledger, Tenant, Unit, User |
NSF |
Contact, Date, Disclaimer, Facility, Payment Event, Tenant, User |
PARTIAL PAYMENT |
Contact, Date, Disclaimer, Facility, Payment Event, Tenant, User |
PAST DUE |
Contact, Date, Disclaimer, Facility, Ledger, Tenant, Unit, User |
RATE CHANGE |
Contact, Date, Disclaimer, Facility, Ledger, Rental Rate Changed Tenant Event, Tenant, Unit, User |
RATE CHANGE (FIRST) |
Contact, Date, Disclaimer, Facility, Ledger, Rental Rate Changed Tenant Event, Tenant, Unit, User |
RATE CHANGE (SUBSEQUENT) |
Contact, Date, Disclaimer, Facility, Ledger, Rental Rate Changed Tenant Event, Tenant, Unit, User |
RECEIPT SIGNATURE |
Contact, Date, Disclaimer, Facility, Payment Event, Tenant, User |
RECEIPT |
Contact, Date, Disclaimer, Facility, Payment Event, Tenant, User |
REFUND SIGNATURE |
Contact, Date, Disclaimer, Facility, Invoice, Payment Event, Tenant, User |
REFUND |
Contact, Date, Disclaimer, Facility, Invoice, Payment Event, Tenant, User |
RESERVATION CREATED |
Date, Disclaimer, Facility, Invoice, Lead, Payment Event, Tenant, Unit, User |
RESERVATION REMINDER |
Date, Disclaimer, Facility, Lead, Tenant, Unit, User |
STATEMENT |
Date, Disclaimer, Facility, Invoice, Tenant, User |
STORE INSURANCE |
Date, Disclaimer, Facility, User |
TRANSFER |
Contact, Date, Disclaimer, Facility, New Ledger, New Unit, Previous Ledger, Previous Unit, Tenant, Transfer Unit Event, User |
UPCOMING FUTURE MOVE-IN |
Date, Disclaimer, Facility, Lead, Ledger, Tenant, Unit, User |
WEBSITE COUPON CUSTOMER |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
WEBSITE COUPON |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
WEBSITE INQUIRY CUSTOMER |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
WEBSITE INQUIRY |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
WEBSITE RESERVATION CUSTOMER |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
WEBSITE RESERVATION |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
WEBSITE MARKETING POPUP |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
WELCOME TO STORABLE INSURANCE |
Date, Disclaimer, Facility, Tenant, Unit, User |
STORABLE EDGE TENANT PROTECTION PLAN ENROLLMENT |
Date, Disclaimer, Facility, Tenant, Unit, User |
ONLINE MOVE-IN RESERVATION |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
ONLINE MOVE-IN RESERVATION CUSTOMER |
Date, Disclaimer, Facility, Invoice, Lead, Payment Event, Tenant, User |
ONLINE MOVE-IN RECEIPT |
Contact, Date, Disclaimer, Event, Facility, Lead, Ledger, Payment Event, Tenant, User |
ONLINE MOVE-IN ESIGN |
Date, Disclaimer, Event, Facility, Lead, Ledger, Tenant, Unit, User |
ONLINE MOVE-IN RECEIPT WITH GATE CODE |
Contact, Date, Disclaimer, Event, Facility, Lead, Ledger, Payment Event, Tenant, User |
ONLINE MOVE-IN RECEIPT NO GATE CODE |
Contact, Date, Disclaimer, Event, Facility, Lead, Ledger, Payment Event, Tenant, User |
ONLINE MOVE-IN LEASE SIGNED WITH GATE CODE |
Date, Disclaimer, Event, Facility, Lead, Ledger, Tenant, Unit, User |
ONLINE MOVE-IN LEASE SIGNED NO GATE CODE |
Date, Disclaimer, Event, Facility, Lead, Ledger, Tenant, Unit, User |
ONLINE MOVE-IN RECEIPT QUICK TO CASH |
Contact, Date, Disclaimer, Event, Facility, Lead, Ledger, Payment Event, Tenant, User |
ONLINE MOVE-IN LEASE QUICK TO CASH |
Date, Disclaimer, Event, Facility, Lead, Ledger, Tenant, Unit, User |
Email Document Triggers
Trigger |
Replacement fields |
|---|---|
AD HOC |
Contact, Date, Disclaimer, Facility, Invoice, Lead, Ledger, Move-in, New Ledger, New Unit, Previous Ledger, Previous Unit, Tenant, Transfer Unit Event, Unit, User |
AUCTION RECEIPT |
Bid Winner, Date, Disclaimer, Facility, Payment Event, Unit Processed Auction Event, User |
AUTOPAY FAILED |
Contact, Date, Disclaimer, Facility, Payment Event, Tenant, User |
AUTOPAY SUCCESSFUL |
Date, Disclaimer, Facility, Payment Event, Tenant, User |
BAD DEBT WRITE OFF |
Date, Disclaimer, Event, Facility, Tenant, User |
CALL LEAD |
Date, Disclaimer, Facility, Phone Call Event, User |
CREDIT CARD EXPIRED |
Date, Disclaimer, Facility, Payment Method, Tenant, User |
CREDIT CARD EXPIRING |
Date, Disclaimer, Facility, Payment Method, Tenant, User |
DELINQUENCY |
Date, Delinquency, Disclaimer, Document, Facility, Invoice, Ledger, Tenant, Unit, User |
DOCUMENT UPDATED |
Contact, Date, Disclaimer, Facility, Ledger, Tenant, Unit, User |
ENROLLMENT INTO STORABLE INSURANCE |
Date, Disclaimers, Facility, Ledger, Tenant, User |
E-SIGN |
Date, Disclaimers, Event, Facility, Tenant, User |
INSURANCE AGREEMENT ATTACHED |
Contact, Date, Disclaimers, Facility, Tenant, User |
INSURANCE EXPIRED |
Contact, Date, Disclaimer, Facility, Ledger, Tenant, Unit, User |
INSURANCE EXPIRING |
Contact, Date, Disclaimer, Facility, Ledger, Tenant, Unit, User |
INSURANCE EXPIRING AUTOPROTECT THIRTY DAY |
Date, Disclaimers, Facility, Ledger, Tenant, User |
INSURANCE EXPIRING AUTOPROTECT SEVEN DAY |
Date, Disclaimers, Facility, Ledger, Tenant, User |
INVOICE |
Contact, Date, Disclaimer, Facility, Invoice, Tenant, User |
LEAD CREATED |
Date, Disclaimer, Facility, Lead, User |
LEAD REMINDER |
Date, Disclaimers, Facility, Ledger, Tenant, User |
MISSED FUTURE MOVE-IN |
Date, Disclaimer, Facility, Lead, Ledger, Tenant, Unit, User |
MISSED MOVE-IN |
Date, Disclaimer, Facility, Lead, Ledger, Tenant, Unit, User |
MOVE-IN MANAGER |
Contact, Date, Disclaimer, Facility, Ledger, Move-In, Tenant, Unit, User |
MOVE-IN |
Contact, Date, Disclaimer, Facility, Invoice, Lead, Ledger, Move-in, Tenant, Unit, User |
MOVE-OUT |
Contact, Date, Disclaimer, Facility, Ledger, Tenant, Unit, User |
NEW INSURANCE AUTO PROTECT INITIAL |
Date, Disclaimers, Facility, Ledger, Tenant, User |
NEW INSURANCE AUTO PROTECT REMINDER |
Date, Disclaimers, Facility, Ledger, Tenant, User |
NSF |
Contact, Date, Disclaimer, Facility, Payment Event, Tenant, User |
PAST DUE |
Contact, Date, Disclaimer, Facility, Ledger, Tenant, Unit, User |
RATE CHANGE |
Contact, Date, Disclaimer, Facility, Ledger, Rental Rate Changed Tenant Event, Tenant, Unit, User |
RATE CHANGE (FIRST) |
Contact, Date, Disclaimer, Facility, Ledger, Rental Rate Changed Tenant Event, Tenant, Unit, User |
RATE CHANGE (SUBSEQUENT) |
Contact, Date, Disclaimer, Facility, Ledger, Rental Rate Changed Tenant Event, Tenant, Unit, User |
RECEIPT |
Contact, Date, Disclaimer, Facility, Payment Event, Tenant, User |
REFUND SIGNATURE |
Contact, Date, Disclaimer, Facility, Invoice, Payment Event, Tenant, User |
REFUND |
Contact, Date, Disclaimer, Facility, Invoice, Payment Event, Tenant, User |
REQUESTED DOCUMENTS |
Contact, Date, Disclaimers, Facility, Tenant, User |
RESERVATION CREATED |
Date, Disclaimer, Facility, Invoice, Lead, Payment Event, Tenant, Unit, User |
RESERVATION REMINDER |
Date, Disclaimer, Facility, Lead, Tenant, Unit, User |
STATEMENT |
Date, Disclaimer, Facility, Invoice, Tenant, User |
STORE INSURANCE |
Date, Disclaimer, Facility, User |
TRANSFER |
Contact, Date, Disclaimer, Facility, New Ledger, New Unit, Previous Ledger, Previous Unit, Tenant, Transfer Unit Event, User |
UNDO MOVE OUT |
Date, Disclaimers, Event, Facility, Ledger, Tenant, Unit, User |
UPCOMING FUTURE MOVE-IN |
Date, Disclaimer, Facility, Lead, Ledger, Tenant, Unit, User |
WEBSITE COUPON CUSTOMER |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
WEBSITE COUPON |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
WEBSITE INQUIRY CUSTOMER |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
WEBSITE INQUIRY |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
WEBSITE RESERVATION CUSTOMER |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
WEBSITE RESERVATION |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
WEBSITE MARKETING POPUP |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
WELCOME TO STORABLE INSURANCE |
Date, Disclaimer, Facility, Tenant, Unit, User |
STORABLE EDGE TENANT PROTECTION PLAN ENROLLMENT |
Date, Disclaimer, Facility, Tenant, Unit, User |
ONLINE MOVE-IN RESERVATION |
Date, Disclaimer, Facility, Lead, Lead Event, Tenant, User |
ONLINE MOVE-IN RESERVATION CUSTOMER |
Date, Disclaimer, Facility, Invoice, Lead, Payment Event, Tenant, User |
ONLINE MOVE-IN RECEIPT |
Contact, Date, Disclaimer, Event, Facility, Lead, Ledger, Payment Event, Tenant, User |
ONLINE MOVE-IN ESIGN |
Date, Disclaimer, Event, Facility, Lead, Ledger, Tenant, Unit, User |
ONLINE MOVE-IN RECEIPT WITH GATE CODE |
Contact, Date, Disclaimer, Event, Facility, Lead, Ledger, Payment Event, Tenant, User |
ONLINE MOVE-IN RECEIPT NO GATE CODE |
Contact, Date, Disclaimer, Event, Facility, Lead, Ledger, Payment Event, Tenant, User |
ONLINE MOVE-IN LEASE SIGNED WITH GATE CODE |
Date, Disclaimer, Event, Facility, Lead, Ledger, Tenant, Unit, User |
ONLINE MOVE-IN LEASE SIGNED NO GATE CODE |
Date, Disclaimer, Event, Facility, Lead, Ledger, Tenant, Unit, User |
ONLINE MOVE-IN RECEIPT QUICK TO CASH |
Contact, Date, Disclaimer, Event, Facility, Lead, Ledger, Payment Event, Tenant, User |
ONLINE MOVE-IN LEASE QUICK TO CASH |
Date, Disclaimer, Event, Facility, Lead, Ledger, Tenant, Unit, User |
SMS Document Triggers
Trigger |
Replacement fields |
|---|---|
AD HOC |
Contact, Date, Disclaimer, Facility, Invoice, Lead, Ledger, Move-in, New Ledger, New Unit, Previous Ledger, Previous Unit, Tenant, Transfer Unit Event, Unit, User |
CREDIT CARD EXPIRED |
Date, Disclaimer, Facility, Payment Method, Tenant, User |
CREDIT CARD EXPIRING |
Date, Disclaimer, Facility, Payment Method, Tenant, User |
DELINQUENCY |
Date, Delinquency, Disclaimer, Document, Facility, Invoice, Ledger, Tenant, Unit, User |
E-SIGN |
Date, Disclaimers, Event, Facility, Tenant, User |
GATE ACTIVITY |
Date, Disclaimer, Facility, Tenant, Unit, User |
GATE ACCESS DENIED |
Date, Disclaimer, Facility, Tenant, Unit, User |
COMBINATION LOCK REQUEST |
Date, Disclaimer, Facility, Tenant, Unit, User |
GATE CODE REQUEST |
Date, Disclaimer, Facility, Tenant, Unit, User |
INSURANCE EXPIRED |
Contact, Date, Disclaimer, Facility, Ledger, Tenant, Unit, User |
INSURANCE EXPIRING |
Contact, Date, Disclaimer, Facility, Ledger, Tenant, Unit, User |
LEAD CREATED |
Date, Disclaimer, Facility, Lead, User |
LEAD REMINDER |
Date, Disclaimers, Facility, Ledger, Tenant, User |
MISSED FUTURE MOVE-IN |
Date, Disclaimer, Facility, Lead, Ledger, Tenant, Unit, User |
MISSED MOVE-IN |
Date, Disclaimer, Facility, Lead, Ledger, Tenant, Unit, User |
MOVE-IN |
Contact, Date, Disclaimer, Facility, Invoice, Lead, Ledger, Move-in, Tenant, Unit, User |
MOVE-OUT |
Contact, Date, Disclaimer, Facility, Ledger, Tenant, Unit, User |
PAST DUE |
Contact, Date, Disclaimer, Facility, Ledger, Tenant, Unit, User |
RESERVATION CREATED |
Date, Disclaimer, Facility, Invoice, Lead, Payment Event, Tenant, Unit, User |
RESERVATION REMINDER |
Date, Disclaimer, Facility, Lead, Tenant, Unit, User |
STORE INSURANCE |
Date, Disclaimer, Facility, User |
TRANSFER |
Contact, Date, Disclaimer, Facility, New Ledger, New Unit, Previous Ledger, Previous Unit, Tenant, Transfer Unit Event, User |
UNDO MOVE OUT |
Date, Disclaimers, Event, Facility, Ledger, Tenant, Unit, User |
UPCOMING FUTURE MOVE-IN |
Date, Disclaimer, Facility, Lead, Ledger, Tenant, Unit, User |