Sections are the files/documents that make up a Product.  Use this page to establish Section(s) on PropDocs.  Select Resale > Setup > Manage Section.


Overview

1.    Click Add Section.

2.    When this page is open, the following selections must be updated: 

  • Title - Enter title of Section.
  • Type - Use this page to choose the document/file type for each Section.  Click here for instructions to attach document/file for each association.
    • File - Supports either PDF file or merge Word document. Note - Need to click Save before attachment can be added.
    • Questionnaire - Supports questionnaire.  Note - Need to click Save and add merge document using "«ReSale_Questionnaire»" Merge Field. 
    • Association Document - Pulls association document from Association > Manage Association > Documents and attaches to resale order.  Choose which document to attach below Type field.
      • To activate this option, go to Firm > Manage Firm Document Category.
      • Click pencil to edit Document Category.
      • Click Show in Resale.
      • Click Save.
    • Report Package - Pull reports set up via subscription package from Reports > Manage Report Subscriptions.
      • Click Report Package.
      • Then, choose report subscription. 
  • Expire Option - Use this option to set the expiration option for the file/document with the following:
    • Never Expire - Document/file will never expire.
    • Annually - Document/file will expire on an annual basis.
    • Monthly - Document/file will expire on a monthly basis.
    • Per Order - Document/file will expire per resale order.
    • Quarterly - Document/file will expire on a quarterly basis.
    • Semi-Annually - Document/file will expire on a semi-annual basis.
  • Click Save.
  • To add attachment for File and/or Questionnaire, click on pencil to edit.
    • Click Add File.  When this page is open, the following selections must be updated: 
      • Title - Enter title of File.
      • Type - Choose Type of File from the following options:
        • Attachment - Supports PDF file. 
        • Merge Template - Supports a merge document in Word.  Note - Merge Template is mandatory to set up Questionnaire.
      • File Name - Attach file or merge document.
      • Click Save.

Product

Use this page to add Section(s) to the PropDocs Product.

1.    Click on Product.

2.    Choose Product(s) to which to add Section.  Note - Section can be added to multiple Products.

3.    Use side arrows to change sequence of Product(s). 

4. Click Save.

Question Category

Use this page to add Question Category to the Section.  Note - This page is for Questionnaires only.  

1.    Click on Question Category.

2.    Choose Question Category to add to Section. 

3.    Use side arrows to change order of Question Category. 

4.    Click Save.

5.    Click here for instructions to set up Question Category.