Easily streamline repetitive tasks by creating custom templates of your forms.
Templates let you prefill common areas of a form (eg standard commission, marketing costs etc) as well as add files and annexures (eg a cover page). These templates are then available for any user in your organisation, creating consistency and saving time.
Step by step guide to creating and using a template
To create a template:
Locate the Create Template button in the top-right corner of the screen and click it.
Select the desired category and form type from the options provided.
Enter a name for your template in the designated field.
Enter any content into the Form Wizard that you want to autofill using this template.
Note: The agent and agency address is entered dynamically when creating a form and does not need to be included in a template.
Create any annexures or upload files you would like to include, such as a cover letter, and reorder them as necessary.
Your template will now be available for future use, helping you save time and maintain consistency.