Creating a "New Home Design" is actually a process to add a property design, a single development i.e a house land project, a block for sale or any combination other than an existing property sale or a multi unit development. The edit view allows you to add and update details, notes, add and review related documents, monitor the progress of the property build if applicable.
- Work Area Edit Header - key details about the Design.
- [Summary] button to quickly open the Design Summary view.
- Design Work Area Menu - shortcuts to the relevant area of interest within the work area.
| Bookmark | Description |
|---|---|
| Details | Name, Builder, Primary Contact and Notes relating to the design |
| Profile | Details of the design for publication via your web site. Publications instructions |
| Images | Add images related to the design |
|
Documents |
Lists attached documents with search and filter options |
- Add and edit additional details relating to the design that have not been added during the initial set up. Add any private notes.
- Click [Save] to save your additions and edits.
The profile tab allows you to prepare the information that will appear on your linked web sites via the web portals that have been subscribed to and set up by your administrators. The layout and presentation of information is totally client configurable. Controls are provided to manage the profile and publication to the web.
- Enter text required for the public profile detailed description.
- Website - enter the website URL.
- Complete the public details noting that you can use Lookups to manage the criteria selections.
- {Is this design for a display home} - tick if this is a search criteria presented on your website.
- {Is approved by the administrator?} - tick if approved for release.
- {Can be displayed on the website?} - tick to confirm display of the public website.
- [Save] - click to save your updated profile.
To add images there are two options:-
- Drag and drop into the marked box or use...
- [Select files] to open a new file browser window.
To add documents to the work there are three options:-
- [Select files] to open a new file browser window to add external documents to to the work of the account. Or...
- Drag and drop into the marked box or...
- Search the DMS - enter at least 3 characters and filter using tags to locate your files and attach to the work for the account.
To search within the attached documents:-
- Search within documents that have been attached to the work for the account.
- Filter using tags that have been added to the document attached to the work for the account
- [Search] - to search within documents that have been attached to the work for the account.
- [Clear Search] to clear the search criteria, text and tags.
- Sort filtered results by file name or upload date.
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