Templates can be created at the individual user level in Settings or organization-wide by administrators with access to ManageIQ within Org Setup. (Only applies to users on the Pro Plan)
Templates, What You Need to Know:
Create templates to improve operational efficencies, customize your client's experience and reduce redundant work.
Once created you can set a template as a default by company, asset type and/or choose to share with your team. (Teams must be set up in ManageIQ.
Administrators can create orgnanization-wide templates for all team members in ManageIQ.
Create and Manage Your Templates
1 | Navigate to your Profile Switcher in the lower left side of the sidebar and click on 'Settings'
2 | Then select, Templates. There are 4 areas of the app where you can create and utilize templates:
Listing Details, Search Criteria, Proposals and Task Workflow.
Any existing templates will indicate if they've been associated to a specific Company as well as Team or Organization.
TIP: You can make adjustments to the listing details templates directly from the market survey page by selecting the 'Options' menu dropdown and selecting 'Listing Details Setup'.
Learn more about creating your listing templates here.
Organization Templates
Organization Templates
Org-wide settings are only accessible to AIQ members with specific access to to the Admin Portal.
Templates created here will be accessible across all of your internal team members.
Brokers can still choose to use their own templates.
Navigate to the Admin Portal by clicking on your name in the leftmost corner.
From ManageIQ, select 'Org Setup' from your navigation panel.
Create Proposal Templates
Create Proposal Templates
Click the '+ Template' to open the template view.
a. Name the Template
b. Select an Asset Type
c. Select Company (If applicable)
d. Share with your team (optional)
e. Select & Edit Template fields
Click the stack icon next to each term (shown below) to drag and drop into the order you want.
Click the pen icon to select new terms.
Add Terms as needed
Want more customization? Learn how to create custom views.