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'
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
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 ...
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 ...
Google Integration Set Up
Setting up Google Docs exports: Head to the Integrations menu. Click on edit Expand the Google Drive Integration option and click connect Chose the google account you’d like to connect to: While Google is reviewing our application (usually takes 6 ...