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This guide has been reviewed against our global client base and classed as relevant to the UK only |
This page outlines how to upload the attached templates to use in AgencyCloud
The templates included, based on PropertyMark good practice and Law Society guidelines, can be used to assist in progressing your current pipeline - each template will pickup your default company branding
You may also find of interest the Law Society page on key documents required for Sales Progression - click here
The templates included are:
Property Information Questionnaire (TA6)
Declaration of Offer
Once uploaded, as outlined below, with the exception of the Adobe Sign Declaration of Offer template*, the templates will be available from the Letters screen within Offers (on a property record), where other sales progression activities are carried out
* The Adobe Sign Declaration of Offer template will be available from the Letters screen on an applicant record, within an Adobe Sign folder.
1. Save templates Save the required templates to your PC/laptop |
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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: | View file |
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| name | Adobe Sign;DECLARATION OF OFFERv3.docx |
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| name | Adobe Sign;Property Information Questionnaire Freehold.docx |
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For use without Adobe Sign: | View file |
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| name | DECLARATION OF OFFER.docx |
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| View file |
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| name | Property Information Questionnaire Freehold.docx |
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2. Access Letter Template Editor From the main menu: | Info |
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The Letter Template Editor is an inbuilt tool to assist in managing new and existing letter templates for use in |
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3. Convert an existing document From the Letter Template Editor toolbar: |
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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 |
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5. Save template From the Save file as screen: | Expand |
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| title | For Adobe Sign templates |
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| 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) |
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| title | 5a. Saving to property Letters folder |
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| 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 |
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6. Upload further templates Close the Word document - |
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the newly uploaded template will now be available for use |
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| Excerpt |
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How to upload the Property Information Questionnaire (TA6) and Declaration of Offer templates (included) to use in AgencyCloud |
