Learn how to add annexures (PDFs) to contracts in Realtair. Step-by-step guide for office admins to upload and manage annexures.
This feature is available for VIC & NSW who receive the contract of sale from vendor solicitor
Whats new?
- Office admins can now upload annexures (PDFs) to their office settings and choose to automatically add them to the front of every contract. Click here to learn how to add additional PDFs for your office to use
- You can also add additional PDFs while creating a contract.
- Once an annexure is added to the master contract, any future contracts you generate will include it.
- Before sending a contract for signing, you can delete or re-order any uploaded pages.
👀Before you start:
Admin Access: You can only set this up if you are an office admin.
Multiple Offices: If you manage multiple offices, you need to set this up for each office individually.
Default for NSW: All NSW offices are pre-set with a generic Authority to Exchange (ATE), making it easy for agents to add this to contracts when needed.
How to Add ATE & PDFs to the Front of a Contract?
Watch the demo here
- Head over to your campaign, and select the Sign tab.
- Click Create and upload the contract from the vendor solicitor.
4. Click Add Annexures, this is where you can choose to upload your own PDF or choose to upload an Authority to Exchange (ATE)
5. Select the correct PDF to attach, or upload one from your device by clicking Create Custom Annexure, and upload a PDF from your device, click Finish
6. When adding an ATE, fields such as vendor, purchaser, and property address will automatically populate based on the details of the campaign. You can also add the cooling off period details such as the cooling end date, 0.25% amount on the left-hand side
7. You can add additional signature boxes, text boxes etc.
8. Click save, review the contract and you can then send the contract out.
You can add signature boxes, custom text boxes, check boxes etc using the left-hand side menu
FAQs
- If I add annexures to my master contract, will the annexure and the fields added to it be copied to all future contracts in this campaign?
Yes, annexures added to the master will automatically be bundled with future duplicates. The fields will be copied over as well. - Will the campaign-related fields (e.g., purchaser, vendor, property, price, agent) auto-populate on the ATE if the information is available?
Yes, it will auto-populate based on your agency agreement and buyer details from Sell - If I add extra annexures to the front of the contract, will the text box & signature boxes on the front page move to the following pages?
Yes. - Can I delete / re- order pages
Yes, via the document pages section
- What if I want to add a PDF to the end of the contract?
Use the 'Add File' button instead.