Now that you have added properties to your survey, you will need to edit the data, attach marketing flyers or building brochures and add floor plans. We have created an easy spreadsheet-style interface that allows you edit data and one-stop spot to add attachments, extract photos and assign floor plans to all of your buildings in one screen.

Navigate to Edit Properties in the upper right hand corner of the virtual map view.

Note: Edit Properties is purely an internal tool to assist you in editing your survey. This view will never be visible to your client. Arranging the column order here is only for your convenience while editing and it does not affect how your client will see the data. To change the column order on the Summary Table, please navigate to "View Summary", then hit "Reorder/hide columns".

When you open Edit Properties, a pop-up will appear and lead you to the Properties Tab to begin.

You will see a spreadsheet layout of all the Buildings in this page. You will see "Position" or order of the property on your survey with a number and the six dots. You can grab the six dots and drag it up and down to reposition the building order on the survey. This will reorder your building on your virtual map view, the client view and the PDF report.

To remove a property from your survey, you can click the box on the left of each building name to select a building. Then click "Delete Locations" on the right side. Please note, this will remove the property from the survey, but the data will be saved in your database. However, you can add the building back to your survey by manually searching for the building in your database.

Next, you will see the columns titled: name, address, city, group, submarket, notes and state for each property. You can bulk update the building group here for each property. You can also add broker notes here under Notes. These notes will appear on your Building Summary Card for your client to see in Share View. These first columns cannot be removed from the Bulk Edit.

All columns beyond this point are known as building features. Below you can see it begins with Building Size. These are shown on the building summary page listed under "Feature".

You can easily edit the feature's data on each building by scrolling through spreadsheet, clicking on a cell and typing in the data that needs to be added.

To edit the Columns/features, begin by clicking "Edit Columns".

You can remove a feature or column by selecting the box next to the desired column/feature you'd like to remove, then clicking "Remove Column(s)". Please note: by removing a column, you are deleting all data associated with that column (or feature) on each building.

You can add a new feature/column to a building by clicking "Add Column". You can type a custom title into this field and then click "Add Column". The new feature will be added as a column in Bulk Edit. You can add data into each row under this new column. This feature will now show on each Building Summary page, share view and on your PDF report.

You can rename a feature or column by clicking "Edit Columns", then click the tab "Edit Column Names". Select the feature you'd like to change the name of in the drop down menu and then type in the new name in the blank below.

Navigate to the Spaces tab at the top of the screen. Here you will see all spaces listed in order of the properties in your survey. Reorder these spaces by clicking on the column header "Space Name" or "Property". It will help you stay organized when you are editing your Space data.

The Space Name and the Building it belongs to will populate the first two columns. You can scroll to the right to view all of the financial data that will live on a survey. This data includes list price, size, rate, OPEX, electric cost, monthly cost, lease expiration, date available, term, CAM type, Service Type, and Rate Frequency.

After this, you will find any Space specific features you have added. If you would like to add Space features, you can click "Edit Columns", then "Add Column", type in the desired feature and hit "Add Column" at the bottom. This is the same process as the Property level.

The Monthly cost will be calculated automatically by entering the size (square feet or acres) and the rate. After you enter rate, click enter and the monthly cost will calculate. It will include any OPEX or electrical cost as well. Other data points on the Space level are lease expiration, date available, service type, lease type, terms, CAM type and Rate frequency. You can update all of these data points here. None of these columns can be removed from the Space level. If they don't have data, it simply will not show when you share with your client.

You can remove spaces by checking the box on the left of the Space Name and then hitting 'remove units'.

Note: To view what your client will see, close out of Edit Properties, navigate to a building page and hit "Share View" at the top of the page. Any features that do not have data will not appear in the Share View.

Under the Attachments tab, you will be able to bulk upload attachments and match them to each property on your survey. You can add marketing flyers, building brochure or a property summary report. The only requirement is the file has to be a PDF to be uploaded here.

Click the Upload button on the right, browse and attach as many flyers as you need. You will the files you have attached in a list on the left under "File Name". Then you will drop down menus on the right with a list of the properties on this survey.

Match each PDF with a property.

In the bottom right hand corner, you will see a check box with "Extract Images After Upload". If you would like ScoutMagic to find all the photos on your PDF attachments and add them to each building, check this box. It will stripe the photos of the PDFs and add them to your photos gallery on a Property level. When you are finished, click Submit.

The progress bar will appear in the upper right hand corner and will update you on the progress of extraction. Once you're ready, you can navigate to the Photos Tab to view and edit all the photos on both your Properties and Spaces.

When you click on the Photos Tab in the Edit Properties pop-up, you will be shown a list of your properties on this survey as well as the first property in your survey.

Within each Property, you will see a tab for the Property Photos as well as the Space Photos. Starting with the property photos, you can see a gallery of pictures with the first photo having a "Featured" label on it. This indicates the first photo will be the one featured on the building summary card within the virtual survey as well as the featured photo on the PDF report.

Hover your mouse over each photo and find a tool bar show on the bottom of the photo. These tools will help you edit your photo gallery:

You can drag and reorder the photos by grabbing the 6 dots and moving the photos around.

Click the Eye to view the photo in a full screen

Click the Crop button to crop the photo down to the view that you want to show

Click the Move button to move a photo from the property level to the space or vice versa

Click the Rotate button to rotate the photo clockwise

Click the Delete button to remove a photo from the gallery

Select multiple photos by checking the box in the upper right hand side. Then use the large delete button above the photos on the right side to delete all selected photos. Use the Move button next to it to move all selected photos. You will be able to select which Space you'd like to move those photos to in a drop down.

Scroll down and find the PDF section of the gallery. Here you can attach another PDF by clicking on the "Click or Drag & Drop to Upload PDFs". You can also drag and drop a photos here as well.

On each attached PDF, you will find a tool bar at the bottom of the cover photo. These will assist you in editing your attachments:

View a PDF

Move a PDF to a Space and vice versa

Extract images from this PDF

Screenshot the PDF

Delete the PDF

On the right side of the PDF gallery, you will find a "Paste URL" bar. Here you can add a URL of a marketing flyer or building brochure that you'd like to attach to your property. Paste the link and then hit the arrow next to it.

Continue editing this property, but navigating over to the Spaces:

Here you will see all the Spaces that have been added to this property for this survey. The first photo under each Space will have a label that shows it is a Floor plan. To rearrange you can also drag the 6 dots icon on the photo and move it into the desired position.

You can add a PDF floor plan below under the PDF section. Then hit extract to move the floor plan under photos. If the extraction tool does not work with the formatting of the file you added, then hit screenshot next to it. It will take a clear screenshot of your floor plan PDF. If you need to crop it down to remove extra data, then do so by clicking the crop tool on the tool bar on the photo.