How do I print a sales brochure or window display card in agentOS?
You can print a sales brochure directly from the Sales Instruction using the Actions menu. Window display cards are produced via the Saved Documents section of the instruction.
Printing a Sales Brochure
To print a brochure for a sales property:
- Open the relevant Sales Instruction
- Click Actions in the top right-hand corner
- Select Print Brochure from the Office section of the menu
This will generate the property brochure for that instruction.
Note: If you have opted for customised documents, you may find both the Brochure and Window Card available under the Sales Instruction's Saved Documents section instead (see below).
Producing a Window Display Card
Window display cards must first be created for you by the Documentation team and uploaded to Office > Custom Document Templates. Once this has been done:
- Open the relevant Sales Instruction
- In the left-hand navigation panel, click Saved Documents (listed under Sales Instruction)
- Scroll to the bottom of the page — you will see the Print & Post Document Templates section
- Locate the Window Card entry in the list
- Click the orange Actions button to the right of it
From the Actions menu, you can:
- Generate & Store — generates the document and saves it to the record
- Open in Word — opens the document for review or editing
- Print — sends directly to print
- Download Tag List Help — provides guidance on available merge tags
If you need a window display card template created, or require any assistance, contact support@agentos.com.