One-Sheet Template

One-sheets can be sent to anyone as well as downloaded inside of a transaction. One-sheets can be set for automatic delivery: to single or multiple recipients and for multiple dates and times. Every one-sheet can be custom-tailored to display only the details, documents, contacts, tasks, design, and layout that you need for the transaction.

All Categories/ Category

Adding and using Category can help you organize your templates in such a way that it makes the template visually easier to locate.

You can delete the category that you created by clicking “Manage Categories”
Once the category has been created, it cannot be edited.

Sort Templates

It allows you to organize your templates according to your preference and this can be done by clicking the Sort Templates button. The right-side panel will open and you can drag and drop the one-sheet templates into the desired order.

Add New

This button will allow you to create a new one-sheet template.

Search Bar and Renaming a Template

This search box will allow you to easily find the template you’re looking for, especially if you have many one-sheet templates saved in the system. Hover your mouse over the template name and just simply type in the new name and hit the check button to save the changes.

Edit and Options

The “Edit” button will allow you to modify your one-sheet template. The “Options” are for cloning and deleting a one-sheet template.

Creating a One-Sheet Template

Step 1:

From the dashboard screen, go to the hammer icon and select Templates.

Step 2:

Go to the One-Sheet Templates, and click Add New.

Step 3:

Enter the name of the one-sheet template and click Submit.

Step 4:

Once a One-Sheet Template is created, it will open the one-sheet builder, and there 6 options that can help you build any variation of a one-sheet.

One-Sheet Builder Menu

FIELDS

Preset any field that you want to show on the one-sheet. Choose which fields will be displayed on the one-sheet when this template is applied. When you select a field, the related field section will automatically be selected in the layout editor.

DESIGN

Preset all the design features such as font size, table header colors, etc. Use the color pickers and font sizes to design your default one-sheet table.

Table Header Background Color
Table Header Font Color
Table Address Font Size
Table Sub-Text Font Size
Table Content Font Size

Important:

Any changes you make to this template will not alter property one-sheets that have previously had this template applied.

LAYOUT

Preset in which order the content of the one-sheet will be displayed. All sections of the one-sheet can be moved around into the order you desire.

Important:

Only sections with content will appear on the one-sheet when the template is applied.

EMAILS

Pre-fill the contents of the email by either manually typing them or applying an email template. You can also embed the email message inside of the one-sheet, use the default property email signature, and display the date & time on the one-sheet by ticking these boxes to save as default.

RECIPIENTS

Preset to whom to send one-sheet.

SCHEDULE

Preset which days and times to send one sheet.