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08/08/2013: Send to agent re-implemented Options
#1 Posted : Thursday, August 08, 2013 10:04:46 AM
Rank: TMA Admin

Groups: Administrators

Joined: 6/26/2009
Posts: 341
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Location: Bristol
Updates for PlanUp on both Windows and iPad.

Send to agent re-implemented

- This allows you to send a plan directly from the software to any of your customers.
- You customers will then receive an email, which lets them:
- Change colours and shadows of plan
- Add logo
- Save images in 2D and 3D
- Choose size and format of images
- Add disclaimer
- Show / Hide measurements, address and square area

The idea of this is once you have drawn the plan, you then don't need to send out multiple final images, and change colours etc of the plan - your end agent gets control over that.

We have also made it even better for the end agent - the process for them is much cleaner and easier, and no login is required by the end agent.

To use this, when you get images for a new plan, add a customer in the Send To field, then choose 'Send a style and save link'.
james attached the following image(s):
send to agent.PNG
Kind regards,
James Davis
03458 678 222

Mac Version now available!
Our iPad App has now been launched - search for 'PlanUp' in the App Store on iPad.
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