Templates create consistent notices, including titles, descriptive text, attachments, and imagery. Templates also control delivery restrictions and property assignment.

Steps

1. Start a Template
   From the Notices listing page, click the “Manage Templates” button. The Notice Template drawer will become visible.
   
   
2. Click the New Template Button
   Existing templates and an option to add a template will display.
   
   
3. Select a Notice Type
   You can select from the following options:
   
   
   • Building Notice - Standard
   • Building Notice - Urgent
   • Legal Document
   • Notice of Entry
     
     
4. Enter Notice Details
   Add a name, title, and description.
   
   
5. Configure Delivery Options
   This allows you to control the delivery options that are available to agents.
   
   
   • No restrictions: Agents can choose which properties and units the notice is sent to.
   • Single property: Agents may only send this notice to a single property or select units within a single property.
   • Single unit: Agents may only send this notice to a single unit within a property.
     
     
6. Configure Assignment Options
   These options allow you to control which properties can use the template.
   
   
   • Assign to all
   • Assign to specific properties
     
     
7. (Optional) Add Attachments
   Add one or more attachments to your notice. By default, agents can add or modify template attachments. To restrict this feature, deactivate the toggle.
   
   
8. (Optional) Add Photos
   Add one or more photos to your notice. By default, agents can add or modify template photos. To restrict this feature, deactivate the toggle.
   
   
9. Save Your Template
   Click the “Create” button to save your notice template.