How to create a Google document in Loft47

How to create a Google document in Loft47

HEAD TO INTEGRATIONS & CONNECT GOOGLE DRIVE

Go to the Integrations Menu and click on Edit/Google Drive and "Connect to Goole Drive" as shown below -
 

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'

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

For 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

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