How to create a Google document in Loft47

How to create a Google document in Loft47

HEAD TO INTEGRATIONS & CONNECT GOOGLE DRIVE

Head to your Profile>Settings

Click the Connect to Google Drive button

CONVERT EXISTING TEMPLATES TO A GOOGLE DOC

CREATE NEW TEMPLATE IN GOOGLE DOC

Navigate to Email Template page under the Brokerage Menu
Click 'New'
Name your Template
Click 'Create Google Doc'

SET YOUR SHARE GOOGLE TO EVERYONE 

If you want help with your Google Docs, you will need to set your Document to be shared publicly. To do this follow the steps below:
Click File>Share>Share with Others


In the popup, click the dropdown menu under General Access>Anyone with the Link


Then click the dropdown arrow next Viewer and choose the Role Editor

FOR TRS REPORTS

In the Blank Google doc, head to your the menu File>Page Setup (top left of the Google Doc)

Set the Page Setting as outlined  below

Click 'OK'
Open our Google Doc Templates repository, Open the 'TradeRecordSheet-Loft47-Template' 
Put your cursor within that File
Click CTRL + A (PC users) or CMD + A (Mac Users) to Select all the copy 
Click CTRL + C (PC users) or CMD + C (Mac Users) to Copy the copy
Click CTRL +V (PC users) or CMD + V (Mac Users) to Paste the copy into Blank Google Doc just recently created

OTHER REPORTS

Open our Google Doc Templates repository, Open the 'TradeRecordSheet-Loft47-Template' 
Put your cursor within that File
Click CTRL + A (PC users) or CMD + A (Mac Users) to Select all the copy 
Click CTRL + C (PC users) or CMD + C (Mac Users) to Copy the copy
Click CTRL +V (PC users) or CMD + V (Mac Users) to Paste the copy into Blank Google Doc just recently created

    • Related Articles

    • Admin Reports & Convert Admin Reports/Email Templates to Google documents to Brand!

      Create and add Reports (Admin Report & CDA) We've created the following preset reports for your convenience.  These reports replace the previous Admin Report sections and CDA's. Add Admin Report To add your Admin Report to deals, you first MUST add ...

    • Conveyancing/Deal Administration & Communication In Loft

      Many of our Loft users send Deal Instructions to outside parties, such as the Cooperating Brokerage, Lawyers, and Title Companies. We provide both Pre-designed Admin Reports (Commission Instruction Document) and CDA (Commission Distribution ...

    • Report and Email tags - quick reference

      Below are the following tags that can be used with in any reports or email templates: ADMIN REPORT TAGS Deal Details Deal # {{deal_number}} MLS # {{mls_number}} Sellers {{seller_1_name}} {{seller_1_organization_name}} {{seller_1_single_line_address}} ...

    • Acquiring a Brokerage that already uses Loft?

      Here is a list of all the things to consider when merging a brokerage into another. All of this (except 1 item can be done by the user) However, we can assist you with this migration. The cost for Loft to assist is $75/hour Brokerage to Brokerage ...

    • Office Admin Role and Permissions

      These Administrators will have the equivalent of Agent-access with a few extra options to assist in creating, reviewing, and processing deals on behalf of the office. These Admins will only have access to view Agents and deals within their assigned ...