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Images are added at the bottom left corner of the property screen

  • Click and drag images over this panel
    Or click the panel to open the Pictures screen (see next step)

    Picture - none added.png

From property screen:

  • Click image or blank panel (as shown above), bottom left of screen
    The Pictures screen is displayed

    Image RemovedPictures - initial view.pngImage Added

To add images, click Add Picture / Floorplan / Map buttons (top left):

  • Enter labels for each image

    • Yellow star indicates the main picture
      Clicking a grey star will switch the main image to that one

    • Icons bottom right of each image allow you to edit or delete the image

    • Click and drag the images to change their position

  • Click the Picture link under each image to set what type it is

  • Once added, the main picture is shown on the property screen
    Use arrow keys (right/left) to scroll through the images

Info

For more information on using the pictures screen, click here: Pictures screen

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Info

If you need to create a commercial EPC, see this guide for more information:
Add a commercial EPC - configuration option (UK only)

Tip

Once the EPC ratings are available, an EPC graph image can be generated

From version 12.181, an external website can be used to obtain the EPC ratings, as outlined here:
Generate EPC graph using EPC figures from third party app (via API) (UK only)

From the Attributes panel:

  • Click EPC

  • Enter the Energy Efficiency Rating / Potential and the Environmental Impact Rating / Potential 

  • Use the Created field to enter the date the figures were generated
    Enter any other information required (URLs / Document Files)

  • Click Make Graph
    A message will be displayed to confirm the graph has been created with the option to view it
    If Yes is clicked, the graph will be shown on screen

    Image RemovedResidential EPC 2.pngImage Added

  • The graph can be viewed any time using the View Graph button

Tip

The EPC graph is automatically added as a property image and can be viewed from the pictures screen (shown in 5a)

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From the Attributes panel:

  • Click Rooms

    Rooms screen.png

From the top right panel:

  • Select room Name from the drop-down list or type in your own

  • Enter Dimensions in metric or imperial
    When hovering over the field, both formats will be shown

  • Enter a Description

  • Click Picture and select the required picture from the list

  • Click Add
    The room detail is added to the main panel of the screen
    To make changes to the room, select it in the main panel, makes make changes and click Save 

  • Continue using the top right panel to add further room detail

    Rooms screen - room detail and pic added.png

When complete…

  • Click Make Summary to create a summary of the accommodation details entered, or type own summary in this panel
    The summary is usually used as 'key features' when uploading to property portals

  • When the details have been approved, tick Details Approved (top left) and click Save

    LATEST Rooms.png

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Info

Templates will be set-up on your system for creating your property brochures/window cards

Tip

Before creating a brochure, if the order of the pictures to be used in the brochure is different to the order in the pictures screen (which is used as the order on property portals/website), access the pictures screen, tick Brochure order, then click and drag the pictures to the order required for the brochure

From property:

  • Click Details

    Details button.png

  • The list of available templates will be displayed
    Templates available and their content are is dependent on the requirements of your business

  • Double-click the required template
    Details will be taken from the property to create a set of details in Word format

  • Check over the details produced and make any changes

  • From Word, click Save - save options are displayed

Tip

It is recommended to first save the details as a Word document (to allow future edits to be carried out), then to save the details as a PDF which will then be used to distribute to your clients

Step 1: save details as a Word document

From the save options shown above:

  • Leave set to Save document in property letters folder and click Accept

  • When asked Convert to PDF? click No

  • The Save file as screen is displayed - enter a File name and click Save
    This will save a Word version of the details in the property Letters folder - see 9a

Step 2: save as PDF particulars

Go back to the Word document:

  • Click Save again (in Word document)

  • From save options (shown above), select Store as PDF particulars for property and click Accept

  • This saves a PDF version in the Details screen in the Predefined Details section
    An option to email the PDF details is available from here, see information below

Email details from property details screen

  • Click E-mail to select an applicant to send the details to
    This would usually attach the PDF to the email and add brief details too

  • An option to log the email in the applicant/property journal is also offered

9a. Word details in property letters folder

After saving a Word version of the details to the property letters folder (outlined in step 9 above):

  • From property, click Letters (top right) 

  • The Word file is displayed in Existing letters and files (right)

Tip

Right-click over documents stored in letters folder for further options

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