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'
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
Generate Doc in your deal, using the steps in this article https://support.loft47.com/portal/en/kb/articles/convert-email-templates-to-google-documents#Generate_TemplateReport
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
Generate Doc in your deal, using the steps in this article https://support.loft47.com/portal/en/kb/articles/convert-email-templates-to-google-documents#Generate_TemplateReport
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