Output Configuration

We will now start focusing on the Output Configuration.  

Click on the image below to go through to our YouTube video playlist for this section of Configuration.  

Or you can use the articles listed below to work through them instead.  

Remember to click on the > button next to the Output Configuration heading to expand the list.

In this section we will consider how Expert Agent deals with outputs, from letter templates to SMS messages. You will not be manipulating the letter templates at this stage but you will be customising the text in the Welcome Emails & text messages that are sent from Expert Agent.

More:

Templates

Event Template Triggers

Template Defaults

Matching Defaults

Match E-Mail

Set up Weekly E-Mail

SMS Configuration

Applicant Welcome E-Mail

Tenant Portal Configuration

Vendor Portal Configuration

Landlord Portal Configuration

Viewing SMS Reminder

Viewings Confirmation Setup

Valuation Confirmation Setup

Setting up Esigning Emails