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Articles
Comprehensive guide to help the users processing a transaction.
Create a Client Portal User
Portal Role Permissions
Agent Portal View
Property Table and Segment for the Agent Portal User
Contacts for the Agent Portal User
Submitting an Intake Form Through the Agent Portal
API Keys, Billing, and Settings for the Agent Portal User
How To Create an Agent Portal User
Creating Client Portal Roles & Assigning Permissions
Sending a Client Portal Invite
Adding New Contacts
Adding Contact Connections
Assigning Contact Groups
Contacts Page Layout and Editing Contacts
How To Import Contacts From Google Workspace and Microsoft
Merging Contacts
Deleting a Contact
Editing a Contact
Assigning a Lead Source to a Contact
Assigning a Business to a Contact
Adding a Business to a Property Contact
Applying a Tag to a Contact
Adding and Renaming Document Folders
Print, Download, or Delete a File
How To Use the Property Email Address
File Drawer
Manage File Buttons
Merging Multiple PDF Documents
Organizing Folders and Files (Document Sorting)
Renaming a File
Split a Document
Google Drive: Uploading and Importing Files
Uploading and Replacing Files to a Document Folder
Access
Activity
Applying a Task Template
Changing the Contract Status
Duplicating a Property
Linking Properties
Property Emails Tab
Property Detail Sections and Property Settings
How To Use the Health Bar (Also Known As the Priority Bar)
Intake Notes
Locating the Agent API Keys on a Property
Property Notes
Property Contacts
Property Documents
Process Payment
Property Task
Sending a Text Message
Property Field Template Triggers
How To Mass Edit Fields in the Property Details
Messaging Overview
Understanding the Messaging Feature
Sending a Message as a Portal User
How To Use Messaging for Non-Portal Users
Sending a Message as a Transaction Coordinator or Team Member
Sending a Message From the Tasks Tab in a Property
Sending a Message From the Emails Tab in a Property
Sending a Message From the Documents Tab in a Property
Sending a Message From the Contacts Tab in a Property
How To Create or Edit a Message Template
How To Apply a Message Template
How To Categorize Message Templates
How To Sort Message Templates
How To Delete a Message Template
Understanding Task Templates and Task Triggers
How To Create or Edit a Task Template
Understanding the Task Details in Task Templates
Adding a Trigger to a Task in a Task Template
Sending an Email Using Triggers in Task Templates
Sending a Text Using Triggers in Task Templates
Adding or Removing Templates Using Triggers in a Task Template
Adding or Removing Field Sections or Fields Using Triggers in a Task Template
How To Categorize Task Templates
How To Clone a Task Template
How To Sort Task Templates
How To Delete a Task Template
How To Apply a Task Template in an Existing Transaction
How To Apply a Task Template Using a Property Template
Trigger Pipeline Overview
Understanding the Trigger Card Details on the Trigger Pipeline
Creating Trigger Snapshots
Understanding the Trigger Statuses in a Transaction
How To Manually Add a Property Trigger in a Transaction
How To Apply a Property Trigger Template in a Transaction
How To Search or Filter Property Triggers in a Transaction
How To Delete a Property Trigger or Property Trigger Template From a Transaction