Pre-defined system templates

Both the sales and lettings modules in Elevate come pre-configured with a set of the most commonly used templates for estate agents and property managers specialising in rentals. 

Navigate to the templates area via Settings >Agency Settings > Templates. 

Select Template Gallery from the actions menu.

Filter the available templates by category (context) and type, and then view the template you wish to use or consider. You can preview the full content and draft layout of the chosen template. To begin using it for document generation, choose Options > Use This Template to add it to your agency's template collection.