Estate Agent Pro Enterprise

How do I create an EAP template?

How do I create an EAP template?

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How do I create an EAP template?

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In this example we will create an A4 double sided document with a logo image, the main image of the property, three smaller images, the price qualifier, the address and the summary details on the front with the full details on the back. We will assume that this is for external printing and will therefore not have a margin around it. The finished article we are trying to create will look like this:

 

Front Page

Back Page

 

There are 7 steps required  to create this template.

 

1. Set The Report Base Colour

 

a. From within System Administration expand the General group and click on the Reports option.

 

Menu

 

b. Set the Report Banner Colour your company uses, in this case red. This only has to be done once and can be skipped in future.

 

Report Options

 

2. Set the Report Banner

 

a. Expand the Company group and click on the Images option.

 

Menu

 

b. Set the Report Banner image by clicking on the button on the right hand side of the image placeholder. This only has to be done once and can be skipped in future.

 

Image Options

 

3. Create a New Template

 

a. Expand the Property/Vendor group and click on the Templates option.

 

Menu

 

b. Click on the New button in the EAP Templates panel. And then click on A4 Portrait from the drop down menu.

 

EAP Templates

 

c. This will open the Estate Agent Pro Property Template Designer with the background set to your company colour and the banner image already assigned. It will be populated with details from one of your properties so that the correct perspectives can be judged.

 

Template Designer

 

4. Resize the Main image

 

The height/width ratio of the default main image is different to the property image so needs to be changed. In order to do this we first need to move the other fields in the report closer to the bottom of the report.

 

a. Scroll the report down to the bottom and then click on the price field to select it. Then, with the shift key pressed click on the other fields to select them also.

 

Template Designer

 

b. On the toolbar at the top of the screen, keep clicking on the down Toolbar button until the margin at the bottom is the same as that of the sides.

 

c. Click on the main image and then click and drag the bottom of the image down until the ratio looks right. Alternatively, change the Height in the Layout group at the bottom left of the screen.

 

Layout Group

 

5. Change the Font Sizes

 

I want to increase the font size of the price, address and summary details fields.

 

a. Click on the price field and change the font size to 18.

 

Toolbar

 

b. Click on the address field and change the font size to 16.

 

c. Click on the summary details field and change the font size to 14.

 

You may have to adjust the size and position of the fields as you go. Let the summary details field take up the remainder of the space.

 

6. Change the font size on the back page

 

a. At the very bottom of the screen there are three tabs, click on the Back: Properties tab.

 

Page Tabs

 

b. Click on the full details field and change the font size to 9. This is because we want to include as much details as possible.

 

7. Save the Template

 

a. Close the screen, this will display the following dialog.

 

Template Dialog

 

b. Enter the new template name and click on the Save button. This will return you to the admin options screen. This template can now be used for any property.