The Document Defaults tool will allow users to set defaults on their documents and pages
Table of Contents
- Document Default Overview
- Using the Document Defaults Tool
- Enterprise Notes
Document Default Overview
The Document Default tool will will allow MC (Can Manage Company) users to add/remove/reorder default pages for existing documents, create new templates using existing pages, set default options for pages (such as number of photos on a page, layout defaults, etc.), and more! MC users will be able to set these defaults from within the Company Settings.
With this feature, MC users will be able to:
- Add/remove/reorder default pages for existing documents
- View and select default document templates for a listing type
- View where pages are used in documents by default
- View the document template or templates a page is connected to
- Add or remove the ability for specific brokers to view or edit a document
- Rename documents and pages
- Duplicate new document templates based off of existing templates
Accessing the Document Defaults Page
The Document Defaults tool will be located in your company settings, therefore a user will need to have MC permissions to view and use the tool. Once you are in the company settings, you will find a section called “Documents”. Click on that to view your document defaults.
Using the Document Defaults Tool
Updating Existing Document Defaults
To update the default page order or the page settings of an existing document, search for the document you’re interested in and click on the “Edit Defaults” button on the far right of that document.
Once that’s clicked, you will be brought into a screen where you can start making edits such as
Changing the document name
Changing what property types this document is available for
Changing which users can create this document
Depending on the selected document, there may also be document-specific options. These options can be found under the 'Document Options' section. By default, either Buildout or Designer set defaults will be set to start, but clicking on the 'Click to Override' option will allow you to make changes.
NOTE: You can always reset back to the original defaults by pressing 'Reset to Buildout Default'
Changing Page Defaults
In the Pages section, you can adjust the default pages that appear in the document. You will find the standard available pages for both the page library and page defaults when 'Use Buildout Default Pages' is checked.
To view all available pages, including any custom pages, uncheck 'Use Buildout Default Pages'
Adding pages from this list will add pages to the chosen document's page library.
If you want those pages to show up as default selected pages within a document (ones you don’t need to drag up), you can click to add those to your Page Defaults from the Page Library.
If you want your page defaults to be in a specific order or removed entirely, you can do so in the Page Defaults section.
Changing Page Defaults:
When you’re in a document and adjusting pages, there’s also an edit button on each page where the page defaults can be adjusted. When you click on the Edit button for a page, the default options will appear for you to adjust. Similar to editing the defaults of a document, you are able to edit the page name:
You’ll then have specific default behavior that you can adjust depending on what’s available for the page selected. For anything you want to override, click on the “Click to Override” button and the options available will appear to select from.
Duplicating Document Templates
This will follow almost the exact same instructions as before, but instead of clicking on an already created document and editing the defaults, you’ll click on the “Duplicate” button next to the document you’d like to duplicate.
Once that is selected, you’ll be prompted to create a name for this document template followed by the 'Create Document Template' button.
Then you’ll be dropped into the same settings that you had before where you can set the property type, which users can access it, the pages you want in the page library and the default pages. You’ll also be able to manage page defaults when pages are added to the page library, similar to editing defaults for existing documents.
There are two key differences between editing duplicated documents and existing documents:
There will be no default options since this is a brand new document template that’s being created
There will be no pages already selected to the Page Library or Page Defaults since this is a brand new document template that’s being created
Corporate users will also be able to manage their corporate document defaults within the corporate UI under the Manage Company section.