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Info

This guide has been reviewed against our global client base and classed as relevant to the UK only

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1. Save templates

Save the required templates to your PC/laptop

Tip

The attached templates have been designed to be used with or without Adobe Sign

If wanting to use them with Adobe Sign, ensure you select the templates from the correct section below (filenames are prefixed with Adobe Sign)

For use with Adobe Sign:

Expand
titleClick here for templates

View file
nameAdobe Sign;DECLARATION OF OFFERv3.docx

View file
nameAdobe Sign;Property Information Questionnaire Freehold.docx

For use without Adobe Sign:

Expand
titleClick here for templates

View file
nameDECLARATION OF OFFER.docx

View file
nameProperty Information Questionnaire Freehold.docx

2. Access Letter Template Editor

From the main menu:

  • Click your name/office (top left)

  • Click Tools

  • Select Letter Template Editor

Info

The Letter Template Editor is an inbuilt tool to assist in managing new and existing letter templates for use in AgencyCloud

For more information, click here

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3. Convert an existing document

From the Letter Template Editor toolbar:

  • Select Convert an existing document to an RPS template

  • Click Proceed

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3. Select template

From the Select Document screen:

  • Browse to where you have saved the template(s)
    If you can't see the templates, use the drop-down menu to the bottom right of the screen and select All Files

  • Select the required template and click Open

    The selected template will be opened in Word

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4. Check template & distribute 

  • Check over the template contents

  • From the Letter Template Editor toolbar, click Distribute template

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5. Save template

From the Save file as screen:

  • In File name, enter the name for the template as you want to see it in the appropriate Letters folder

Expand
titleFor Adobe Sign templates

The words Adobe Sign (with a space in between, as above) must be included at the start of the filename for it to be picked up as an Adobe Sign template

Adding a semicolon after the words Adobe Sign, with no spaces either side, will create an Adobe Sign section within the letters screen with all relevant templates being shown underneath it
e.g.
Adobe Sign;Declaration of Offer

The Adobe Sign Declaration of Offer template should be saved to the Letters folder
(not Offer letters)

  • In Change folder, select Offer letters 
    This ensures that the template is made available in the Letters folder on the Offers screen

    To save to the property Letters screen, see 5a

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Expand
title5a. Saving to property Letters folder

You may also want the template to be available from the Letters screen of a sales property

To do this, repeat steps 4 & 5, choosing to save to General letters (Sales) instead


6. Upload further templates

Close the Word document - the newly uploaded template will now be available for use

  • Repeat steps 3 - 5 to upload further templates

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