How do I edit an existing landlord instruction template in agentOS?
Go to Office > System Letter Templates, filter by Lettings Instruction Letter, then use Actions > Download Template File on the relevant row. After editing in Word, re-upload using Actions > Upload Template File.
Step 1: Open System Letter Templates
Go to Office > System Letter Templates.
Step 2: Filter by Lettings Instruction Letter
In the Letter Type drop-down menu, select Lettings Instruction Letter. The list will now only show your Landlord Instruction Letters.
Step 3: Download the template
Click the Actions button along the instruction you wish to edit and select Download Template File.
The file will download to the folder specified on your computer.
Step 4: Make your changes
Open the downloaded file in Microsoft Word and make the required changes.
Step 5: Re-upload the file
Click the Actions button on the same row and select Upload Template File.
A new window will open — drag and drop the file, or click Search files… to locate it. Once uploaded, click Close.
The updated instruction template is now live in the system.
If you need any assistance, contact support@agentos.com.