How to create, manage and edit templates

Within access management, you have the option to create templates for specific fields of your work orders: Description, Files, Invoicing & Conditions, and Mandate Explanation.

    

This feature is only available for Admins. To access it, follow the steps below.

Option 1: How to manage your templates

Step 1: Click on your initials on the bottom left-hand corner of the screen, and go to Access Management.

Step 2: Navigate to the tab "Templates." By default, you should see the "Invoicing & Conditions" templates available for the language you have selected for your Proprli account. It is possible to manage different items in multiple languages, as you will see below.

Step 3: Currently, it's possible to create templates for four different fields in the work order, they are Description, Files, Invoicing & Conditions, and Mandate Explanation. To access them, use the filter "Item" available on the right-hand side of your screen.

Step 4: You also have the option to filter your templates by language. To do so, click on "Language" on the right-hand side of your screen, and select the language.

Step 5: This feature allows you to assign the templates to individual buildings, which gives you the option to add personalised information to each item. To filter the templates based on the building they are assigned to, and click on "Building" on the right-hand side.

Option 2: How to create a new template

Step 1: After logging in to your Proprli account, going to Access Management, and navigating to the "Templates" tab, click on "Add template" on the top right-hand side of your screen.

Step 2: You will be redirected to step 1 of 3, where you will set up the document by adding a template name, selecting an item type (Description, Files, Invoicing & Conditions, and Mandate Explanation) and language, creating a description (for internal use only), and, under "Fields & Text," you can enter and format the contents of the template. If you don't want to assign the templates to any buildings at this time, click on "Continue without assigning," but if you want to make the template a default for specific buildings, click on "Assign buildings" and follow the steps below.

Step 3: The second step to creating a template is to select buildings. You can filter the available buildings using the search bar, as well as the Fund, Portfolio, and Templates filters. To assign the buildings, click on the plus sign on the last column. If you need to remove a building from a template, click on the minus sign that will appear once the building is assigned. 

Step 4: The last step when creating a new template is to review all the information that has been added to make sure that the document is ready for use. If you want to make any changes, click on "Edit" and you will be redirected to the previous step(s). However, if you are done, click on "Save template."

Option 3: How to edit a template

Step 1: If you need to edit an existing template, log in to your Proprli account, go to Access Management, navigate to the tab "Templates."

Step 2: Locate the template you want to make changes to, and click on the three-dotted icon on the right hand-side of the screen. This gives you the following options:

1. View template details: a sidebar will appear, allowing you to see the template's contents and the buildings assigned to it.
   
2. Edit contents: you will be redirected to the first step of creating a template, setting up the document, where you can edit the information.
3. Edit assigned buildings: you will be redirected to the second step of creating a template, selecting buildings, where you can add or remove buildings from the template.
4. Delete: if you wish to delete the document, the option will be available here.
   
   

If you have any questions, please contact our Support team.

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