One-Sheet Overview
You can create a one-sheet that can be sent to contacts and/or downloaded with pre-set dynamic information from your transaction. This can be scheduled for automatic delivery. One-sheets allow you to easily customize the content and give you full control over the dynamic information that you want to add.
Creating a Manual One-Sheet
Step 1:
From the property, click More and select One-Sheet.
Step 2:
Click Create One-Sheet.
Step 3:
Enter a name for your new one-sheet and click Submit.
Step 4:
From the right side of your screen, you can click Add Logo and it will open another window. You can add the following from the Design - Logo options.
Table Header Color
Table Header Font Color
Address Font Size
Address Sub-Text Font Size
Table Font Size
Upload Logo
Step 5:
There are sections that you can add to your one-sheet by ticking on the boxes.
Contacts - ticking the box beside “Contacts” will automatically stay ALL contact users’ names visible in One-Sheet and ticking the boxes for both Personal and Business Information will show as well.
Completed Tasks, Scheduled Tasks, and Unscheduled Tasks - ticking the boxes for these tasks will appear in One-Sheet.
Documents - ticking the box in “Documents” will allow you to include the placeholder notes, document file links, notes, flag missing documents, flag fully executed documents, including all custom labels and custom label definitions.
Important: All document placeholders and files that do not have "Excluded" selected will appear. |
Transaction Notes - tick the box beside the “Transaction Notes” to stay visible in One-Sheet but only the property tab notes that do not have "Excluded" selected will appear.
Step 6:
You can apply an Email Template as the default or manually compose your email.
Step 7:
Tick the box if you want to display the date & time on the one-sheet.
Step 8:
Check the box if you want to Embed the email message inside of the one-sheet.
Step 9:
Check the box to Use the default property email signature or choose one of the email signatures from the drop-down.
Step 10:
Fields are also customizable if you want them to be added to your one-sheet. At the bottom part of one-sheet (after Use default property email signature), click add individual fields link. Select All or choose which individual fields you’d like to add to your one-sheet and click Close.
*Applying a one-sheet template can be done inside the property.