Generating Letters and Documents

The Document Library in iDashboard makes it easy to standardise documents in your office and automatically fills in contact, agent or property details. This article will cover generating a document from a contact and a listing. 

Generate from a Contact

1. Hover over the Contacts menu item and select Contacts.
2. Select the contact from the list or search for them using the available search form.
3. From the Contact Summary page, click on the Documents tab then click the Library sub-tab.
4. You will be presented with the Sender, Property and a list of documents that have been uploaded to your agency document library.
5. The Sender is the Agent that will appear in this letter.
6. The property field is where you type in the property that your letter/document is concerning. If you start to type the address, a drop-down box will populate for you to select that address from.
7. Once you have filled in the Sender and Property details, you just need to Download the letter /document you want. You will be prompted to either Open or Save the file.

Generate from a Property

1. Hover over the Real Estate menu item and select Properties.
2. Click on the property you would like to upload a document to.
3. Click on the Documents tab and then the Library sub-tab.
4. You will be presented with the Sender, Contact and a list of documents that have been uploaded to your agency document library.
5. The Sender is the Agent that will appear in this letter.
6. The Contact field is where you type in the contact for the property that your letter/ document is concerning.
7. Once you have filled in the Sender and contact details, you just need to Download the letter /document you want. You will be prompted to either Open or Save the file.

The document that you download will include the contact info, the information about the property and the sending agents details!