Can I create templates for my milestones, tasks, and dates?

How to create a Transaction Template in Preclose GO!

Once you have established a working list of tasks for a transaction in GO!, you can now create and save it as a template and easily add it to your next transaction! You can even create multiple templates and save them for future use. 

 

You have 2 options for creating a Template:

1) Your first option for creating a new template, is to do so from your top-level settings page. You will find a feature here called "Transaction Templates". From this tab, you have the ability to create and manage all of your templates! 

 

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Not only can you create a new template here with a totally blank slate, but you can edit, duplicate, rename, or delete existing templates. You can take a default template, edit it to fit your needs- and save it as a separate brand new template! 

To create a new template, use the field section to enter your dates, details, and tasks that you wish to capture. You can even add documents that you want to make sure you collect throughout a transaction. Then apply a milestone (optional), and VOILA!, you have added a new item to your template. You can build your template however you want- it is totally customizable!

 

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Applying your template to a transaction is super easy! Simply use your "Actions" tab once you have created a new file, and click "Apply Template".

 

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2) The second option for creating a template is to start a new transaction. From your purchase contract, you will pick out all of the pertinent dates and details that you would like to highlight on your summary page and timeline. Once you have created a list that best reflects your scope of work and contract contingencies, you are ready to save it as a template!

When you are ready to save the settings of a transaction, click the down arrow on the blue "Actions" tab to the top right of your screen, and choose "Save As Template". From here, name your template, and it will now be saved for use on any transaction moving forward:

 

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When you are ready to import a saved template into a new transaction, use the same "Actions" tab, select "Apply Template", and select the template of your choosing!

Once you have imported the template into your new transaction, you will notice that your established list of pertinent dates and details without the data from the original transaction are now on your summary page and timeline. You can now fill in the accurate data to reflect the contract that you are working on.

 

From here, you can also drag and drop each item to re-order them however you wish! Simply click on the item and drag it to place it in the appropriate order. You can do this for dates, details, AND documents!

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Note: Regardless of which option you use, you can utilize your "Transaction Templates" tab under settings to edit, delete, duplicate or rename any template.