Templates

Templates Overview

GIC offers the ability to create customized templates for Documents, Dates & Deadlines tables, and Messages—all of which can be searched and applied at relevant points throughout a transaction to save you valuable time. Once created, you can also share templates across your team or brokerage to facilitate efficiency and consistency. When applying a template you've created, the system will utilize your template settings to fill in any templated blank fields within that specific document or deadlines table. - For example: if you always check "multiple agent brokerage" on your Exclusive Right to Buy, you can create a template with "multiple agent brokerage" checked. Once the template is applied, it will automatically check that box and pull through any other settings or preferences from your template into the document. Any field that has been changed by applying a template will have a green background, versus a blue background for fields that have been manually entered. ​ Templates for Documents: You can 'templatize' any document in the system that you use frequently, this feature is not limited to use on system/DORA documents. If you'd like to add a welcome letter, client onboarding documents, or other team-specific templates you can do that through the New Template flow. Templates for Dates & Deadlines Creating templates for your dates and deadlines table is a great way to save yourself repetitive work. You can create templates for various types of closing timelines such as a condensed Cash close, a Conventional 3-day close, or a VA 45-day Close to name a few. You will always be able to adjust deadlines and timeframes once you've applied a template, this just provides you a faster baseline to work from within offers of various types. Templates for Messages: This has been one of our most requested features, and we understand why - having a library of email templates can save tremendous amounts of time. At any point in a transaction where you have the option to include a message, you will be able to search and apply a message template. Once applied you can still edit the message to include client or vendor names, input relevant details, and attach important documents. **** Templates for Transactions Transaction template bundles are a streamlined way to add groups of documents and disclosures to a transaction with just a few clicks. Examples include a Listing Bundle, Buyer Bundle, New Construction Bundle etc. When creating a bundle, you simply select the documents you'd like included. Then, when starting a new transaction, you can apply the template –– and all selected documents will be added automatically, saving you time and ensuring consistency. Have thoughts or feedback? We'd love to hear it! 🙋‍♀️🙋‍♂️**** Share your thoughts with us through the Feedback Survey here. Need more help? 🆘 Find support options here, or send us an email: [email protected].

How to Share A Template

Step by Step Guide Tip! You can share templates with teams you have already created within GIC. If you have not created any teams yet, watch the video on creating teams before sharing templates. 1. Navigate to your template tab in GIC. 2. Click on the template you would like to share. 3. Click "Share" 4. Select the team you would like to share this template with. 5. The team name. 6. Select if you would like members of the team to be able to edit the template or not. 7. Click "Save". 8. You'll see the document is now shared. 9. Another way to share templates is to click the 3 dots under "Actions". 10. Click "Set Shares" 11. Select the team then click save.

Creating Templates

Step By Step Guide 1. Navigate to https://app.getincontract.com/ 2. Click "Templates" to create new templates. 3. The first template you can create are documents. Any document can be turned into a template. 4. Click "New Template" to start a new one. 5. Search for the document you'd like to create a template for. 6. Select the document. 7. Fill out the document to create the template. 8. Click this icon to change the name of the template. 9. Once you have changed the name, click the checkmark to save. 10. Click "Documents" to go back to the list of templates. 11. The next template is Dates and Deadlines. This template can be applied into the dates and deadlines section of the Contract to Buy and Sell. 12. Click "New Template" 13. Select the Contract to Buy and Sell. 14. Click here. 15. Select any of these to apply to all dates and deadlines. 16. Enter in dates for the template. 17. Select if you would like to Skip Holidays and or Weekends. 18. Click "Dates & Deadlines" to go back to the list of templates. 19. Messages to create email templates. 20. Click "New Message Template" 21. Here you can name the template and create the subject. 22. Write the body of the message. 23. Click "New Document Bundle" to start a new Bundle. Tip! Bundles can be applied when you are creating transactions. When you apply the bundle it will automatically select the documents you have in the bundle. 24. Click "New Document Bundle". 25. Click "New Document Bundle" 26. Create a new name for the bundle. 27. Then select documents you would like. 28. Click the "Lead Based Paint Disclosure (Sales)" field. 29. Click "Save Template" when you are done selecting documents. 30. You can create as many versions of these templates as you would like.