Managing Themes

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Updating Themes

The platform allows Office Administrators to manage the default content of the theme that is applicable to each office.

Themes control the default brand of the proposal template i.e., Sales proposal, Property Management Proposal, Pre-List Kit.

Note: In order to complete these changes, please ensure you select the bold office option from the dropdown on the top right-hand side.

1. Navigate to Themes on the left-hand panel and click Edit against the appropriate theme.

2. The theme name and design will be there for you.

3. Under Logo, click Choose Image to select your logo and upload it. Follow the same steps for the cover image.

4. To set new proposal colors, click on Sidebar Text Colour or Sidebar Background Colour and input the new desired HEX code or manually select the desired colour.

5. Repeat the process to set your Primary and Secondary Text Colours and Background Colours.

6. Choose the desired heading and body font settings

7. Select the background images by clicking on Choose Image. Click Save when you are satisfied.

Deactivating Themes

Office Administrators can also manage the availability of themes by deactivating them. This helps ensure that agents and staff can only access themes that comply with the agency's branding guidelines.

1. Navigate to the Themes section on the left-hand panel.

2. You will see a list of all themes, showing which ones are active or deactivated.

3. To deactivate a theme, click the Deactivate button next to the active theme.

• The theme will be deactivated, rendering it inaccessible to non-master users in both the theme search and selection dropdown.

Note: Deactivated themes will still appear in the list but will show an Activate button.

• Clicking Activate will make the theme visible and usable again for agents and staff.