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Expert Agent - Using our PlanID to auto import plans and descriptions Options
neil
#1 Posted : Tuesday, May 17, 2016 2:42:15 PM
Rank: TMA Admin


Groups: Administrators

Joined: 6/26/2009
Posts: 127
Points: 385
We are pleased to announce Expert Agent can now automatically pull in floorplan images and descriptions, simply by using our PlanID.

This removes the need for saving images and XML locally onto your machine and importing them manually.


Open the property record you want to add the floorplan image(s) and data to see the Actions menu:



Go to Housekeeping and select Mobile Agent Upload to see the following screen:



Where it asks for the Plan ID enter the PlanUp ID - see below for information on where to find the PlanUp ID.




Where can the PlanUp ID be found?


Once you have finished a plan or selected a plan to open from your list of existing plans you will get this screen:



Tap on Get Images to get to the following screen:



Tap on the 2D button to get to the following screen (iPad version on the left, PC on the right):



If the watermark has not already been removed do this now accepting any fees/credit use.

On PC or Mac

Tap on the Direct Save button that is available after the watermark is removed to get to the following screen:



You will see towards the bottom of the Direct Save box with the links it will say Some estate agency software will ask you for a PlanUp or Mobile Agent ID. There will then be a short string of numbers.

This string of numbers is the ID you need to enter to import the image(s) and plan data.

On iPad - Note that this method works on PC and Mac as well

Tap on Get images now to send the images and links to you via email.
When the email arrives it will look something like this:



The last line before sign off contains the Plan reference number - this is the ID to be used for the automatic import of the data and image(s).
Kind regards,
====================
Neil Torr
PlanUp

support@planup.co.uk
www.planup.co.uk
====================
Sponsor  
 
Our iPad App has now been launched - search for 'PlanUp' in the App Store on iPad.
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