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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:

  1. Open the relevant Sales Instruction
  2. Click Actions in the top right-hand corner
  3. 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:

  1. Open the relevant Sales Instruction
  2. In the left-hand navigation panel, click Saved Documents (listed under Sales Instruction)
  3. Scroll to the bottom of the page — you will see the Print & Post Document Templates section
  4. Locate the Window Card entry in the list
  5. 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.