Sales progression / TA form templates & how to upload (UK only)

Owned by Fiona Wilson
Last updated: Jan 17, 2023
4 min read

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

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:

For use without Adobe Sign:

2. Access Letter Template Editor

From the main menu:

  • Click your name/office (top left)

  • Click Tools

  • Select Letter Template Editor

 

3. Convert an existing document

From the Letter Template Editor toolbar:

  • Select Convert an existing document to an AgencyCloud template

  • Click Proceed

 

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

 



4. Check template & distribute 

  • Check over the template contents

From the Letter Template Editor toolbar (on left):

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

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

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