Applying a One-Sheet Template

Step 1:

Inside the property, click More and select One-Sheets from the drop-down.

Step 2:

From the left side of your screen, click the Apply Template button.

Step 3:

Choose or type the one-sheet template that you want to use and click Apply.

Step 4:

You can also delete some fields that are not needed on your one-sheet by clicking the X button.

Pro Tip: Go to the Global Settings and select Default under Organization Settings. Look for One-Sheets and you can set up your one-sheet settings by removing empty fields or how your one-sheet property fields will be displayed. The settings will affect all one-sheets for your entire organization.