You can pre-fill documents, reorder, delete, and add documents of your choosing in custom templates.
Custom templates in the Side app allow you to curate document packages and pre-fill them with preferred settings and text, significantly streamlining your workflow for real estate transactions. You can share these templates across your company or keep them private, and the system automatically saves your progress as you work
.Tutorial: How to Create and Use Custom Templates
Creating a New Template
- Access the Dashboard: Navigate to the menu next to your name in the top right corner and click Templates.
- Start a New Template: Click the blue Create Template button.
- Define Settings: Enter a name for the template, select the transaction type, the state, and determine who has access (you or your company).
- Add Documents: Click + Documents to add files from the library. You can select documents individually or start with an existing Side template and modify it. You may also upload your own PDFs.
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Prefill Information:
- Locked Fields: Fields grayed out with a star symbol are auto-filled from your transaction cover sheet and cannot be manually templated.
- Editable Fields: Fields marked in orange and yellow can be filled in now, or left blank to be filled later during each individual transaction.
- Tag Signature Fields: For uploaded PDFs, click the Tag button at the top to assign signature and date fields to specific roles, such as "Buyer 1".
- Organize: Drag and drop your documents into your preferred order.
Note: Your work is saved in real-time. You can return to the Template dashboard to edit or preview your templates at any time.
Using a Template in a Transaction
- Start a new transaction from your desktop or mobile app.
- Navigate to the Documents tab.
- Select your desired custom template from the new section.
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Your documents will automatically load in your preferred order with your pre-filled settings applied
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For a video walkthrough see this 360 Learning video walkthrough.