Vendorable
Attach reusable files to a job template
Include repeatable documents in a sale or lease template so they are available with the relevant brief, note-template content or feedback notice when you use the template for a new job.
Choose where the file belongs
Open your owner profile, select Templates and create or edit a sale or lease template. Files can be inserted in these editors:
- Sale brief or Lease brief, for documents that accompany the job instructions.
- The Accept bid, Cancel job, Terminate agreement and Review service note-template fields under Notes and feedback notice.
- Feedback notice, for material intended to accompany the notice available to unsuccessful bidders.
Insert a file
- Write the reusable text in the appropriate editor.
- Place the cursor in an empty paragraph. Press Enter at the end of existing text if needed.
- Select the + button to the left and choose File.
- Select Press to select a file and choose the document from your device.
- Wait for the file to appear, then save the template.
Templates are not attached to a particular property, so these editors use File uploads rather than the Property file picker.
Review the files when using the template
Start a new job from the property and select the template. Check the copied brief and attachments before publishing. Use documents that remain appropriate across the jobs for which the template is intended.
For action notes, check the actual note editor before submitting the action. A saved note with the matching context may be used in place of template content. Open any attachment to confirm the document is the one you intend to keep with that decision.
Check the intended readers
Brief attachments accompany the information available to agents who can view the job. File notes are internal to the owner and their authorised team. The feedback notice is intended for unsuccessful bidders, so only include files suitable for that audience.
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Last reviewed September 18, 2026