How to upload Documents Templates to PropSpace?

The Document Template feature in PropSpace CRM empowers you to efficiently manage and personalize important documents. With this tool, you can create or upload templates, automatically populate client details, and keep your documents well-organized for quick access.

How to Get Started:

1. Access the Tool: Navigate to Admin > Document Templates in PropSpace.
   
2. Select a Category: Choose whether the template applies to a Listing, Lead, Deal, or Contact.
   Click on    
3. Upload or Create: Choose between uploading an existing document or starting a new one.
   
4. Design and Customize: 
   - Adjust the template's layout to suit your needs.
   - Rename templates easily by clicking the Edit button at the top of the page, updating the document title, and clicking anywhere in the document to save.
5. Auto-Populate Data:
   - Use the system's auto-fill feature to seamlessly merge client information into the document.
   - Drag and drop fields anywhere within the document for customization. (This feature is specific to Forms.)
   
   

- Always ensure your templates are appropriately named for easy identification and organization.

- The drag-and-drop feature makes document customization intuitive and user-friendly.

Start exploring the Document Template feature in PropSpace CRM today to streamline your workflows and improve efficiency!

• Related Articles

• What is the use of Document Generation?

  Managing real estate documents such as contracts and vendor agreements efficiently is essential for smooth operations, especially when handling multiple units. PropSpace Property Management Software offers Document Generation, allowing you to upload ...

• Can I upload a scanned copy of a deal document?

  Yes, you can upload a copy of scanned documents to your deals. Navigate to the Deals screen and select the deal record you wish to upload a document to. Click on the "Edit Deal" button, and then go to the Documents tab. Click on the "Upload" button. ...

• What documents can I generate in PropSpace?

  PropSpace streamlines your workflow by allowing you to generate various essential documents directly from the platform. This eliminates the need for printing, scanning, and manually storing physical documents, saving you significant time and effort. ...

• How can I generate a Unified Tenancy Contract through PropSpace?

  PropSpace allows you to seamlessly generate a Unified Tenancy Contract on your Rental Deals. The Unified Tenancy Contract is a mandatory legal document issued by Dubai's Land Department to streamline lease contracts and break clauses. On the Deals ...

• How to generate invoice for a previous deal?

  PropSpace allows you to easily generate invoices for your deals. Whether you need an invoice with or without VAT, the process is straightforward and quick. Follow these steps to generate the invoice for your deal. Navigate to 'Work' then click ...