Document Templates

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Real Estate Manager enables users to generate professional contract documents by uploading custom Word templates. These templates use dynamic tags and tokens to automatically populate contract data, ensuring consistency and accuracy across all generated documents.

This guide covers the step-by-step process for uploading a document template to the Real Estate Manager Administration section and generating a contract document from it.

For instructions on designing and structuring templates, refer to Designing the Template section.

How to Use

1. Go to the Administration section of the Real Estate Manager platform.

2. Select the Contract Types tile.

   

3. Choose either Manage Shared Document Templates for Payable Contracts or Manage Shared Document Templates for Receivable Contracts.

   

4. The system displays a modal screen.

   

5. Right-click next to the + icon and select Upload Files.

   Note: The user can also right click on the existing file name and email the file, rename, download or delete the file.

6. Choose the template file from the system and click Upload.

   

7. Once the upload is complete, click Finished.

8. Navigate to the relevant contract.

9. Select Generate Document from the Actions drop-down and click Perform Action.

   

10. Select the desired document type from the drop-down.

11. The system generates the document using the uploaded template and populates it with contract details.

Troubleshooting

• If the upload fails, verify that the file is a valid .docx document.

• Ensure the template follows the required structure described in Designing the Template section.

• If the generated document does not display the expected data, confirm that all tags in the template match those in the master template.