The system allows users to define text templates that can be used to standardise marketing and room descriptions for advertisements. This prevents users from having to re-enter similar text for all available properties.
1. Property description templates
1.1 Adding a new template
Go to Lettings properties > View properties or Sales properties > View available properties
Locate the required property
In the Street column, click on the property address
Open the Descriptions tab
In the Property description section, click on one of the Create a new template links (highlighted below)
Set a title for the template, for example, “Marchmont area” or “Student let”
Enter the body of the template
Click Submit
This template will now be available as an option within the template dropdowns shown above.
1.2 Using a template
Go to Lettings properties > View properties or Sales properties > View available properties
Locate the required property
In the Street column, click on the property address
Open the Descriptions tab
In the Property description section, locate the description field to be populated
Expand the template dropdown (located on the right-hand side of the description field) and select the required template
The description field will automatically populate with the body of the template
2. Room description templates
2.1 Adding a new template
Go to Lettings properties > View properties or Sales properties > View available properties
Locate the required property
In the Street column, click on the property address
Open the Descriptions tab
In the Property room descriptions section, click on Create a new template (highlighted below)
Set a Title for the template, for example
Enter the body of the template
Click Submit
This template will now be available as an option within the template dropdown for all rooms (shown above).
2.2 Using a template
Go to Lettings properties > View properties or Sales properties > View available properties
Locate the required property
In the Street column, click on the property address
Open the Descriptions tab
In the Property room descriptions table section, locate the room to be updated
Expand the template dropdown (located at the right-hand side of the room) and select the required template
The description field will automatically populate with the body of the template
3. Managing description templates
Go to Lettings properties > View properties or Sales properties > View available properties
Locate the required property
In the Street column, click on the property address
Open the Descriptions tab
Click on the Manage templates link
Locate the template in question
To update the template: Click on the edit pencil icon, amend it as required and click Submit
To delete a template: Click the red X icon within the Delete column


