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Generating Letters and Documents

The Document Library in iDashboard Pro makes it easy to standardise on 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. After you have logged in to iDashboard, click on the Contacts Tab at the top of your screen.
  2. Search for your contact in the left side panel and click on their name to be taken to their summary.
  3. From the Contact Summary page, click on the Document Library 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 on this letter.
  6. The property field is where you type in the property that your letter/ document is in relation to. 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. Go into the Real Estate Tab at the top of the screen.
  2. Click on the property you would like to upload a document to.
  3. Click on the Documents Library 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 on this letter.
  6. The Contact field is where you type in the contact for the property that your letter/ document is in relation to! 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 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 Contacts info, the information about the property and the sending agents details!

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