This option allows you to choose which template formats you will be using so as not to have unwanted formats displaying in the list.
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You are able to choose between the 2 format options – those being Word and HTML. We highly recommend you stick to Word as Word gives you far more flexibility and is the easiest format to use.
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- The first section relates to your standard letter & report templates. As said previously we advise you stick to using Word so ensure you have a tick in the “Word” box. If you will be creating reports such as Property Presentation Lists / Internal Property Reports etc. you will need to ensure you have the “HTML” box selected as the Expert Agent reports are created using HTML.
- The second section relates to your brochure templates. Depending on which format you choose to use, untick the remaining boxes.
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