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Welcome to Propic Support

Files Claire can provide and how to Set them up

Will Russell
  • Updated

Supported Documents

  • Building Inspection Reports
  • Pest Inspection Report
  • Contract
  • CMA
  • Comparable Sales
  • Rental Appraisal
  • Pool Inspection
 

Setting Document types up in REX

  1. To setup the supported folders for advanced conversations: Go to 'Settings' > 'Custom Values & Mailing Lists'
  2. Click 'Value Lists' from the left-hand side bar
  3. From the drop down, select which Value list you want to add values to
  4. Scroll to the bottom of the page
  5. Click the Red '+' button beside 'User Added Values'
  6. Enter the new value
  7. Click 'Save'

 

Uploading a file to a property:

  1. Head to the property
  2. Select 'Documents'
  3. Click the Red plus (+) symbol next to 'upload document'
  4. Find the file you wish to upload from your computer or document storage system
  5. Click Open
  6. Select the document Type
  7. Ensure the document is marked as PublicPlease note: that if the document is marked as Private, Claire will not be able to send or "talk" about the document.
  8. Click Save at the top of the screen

 

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