Templates: How to Define Property Details (Admin only)


As an administrator, you can Create & Edit Templates with Property Details by going to the Main Menu-->Admin-->Set up-->Templates-->Property Details.

To add a new property type, click on “Add a Property Type” button on the top right corner of the page.

Either import an existing Property Type or create a new one. It is recommended to import a property type as it will provide pre-populated data that can be easily edited. 

Add Property Fields, Notes and Records for each property type.

To set up Notes and Records, please refer to the article titled: "How to Set up Notes and Records for Properties"

To delete the created template, click on “Delete Property Type.”


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