Articles
Comprehensive guide to help the users processing a transaction.
By Clyde1 author190 articles
- Create a Client Portal User
- Portal Role Permissions
- Agent Portal View
- Property Table and Segment 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
- 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