Adding Text to CMA & Appraisals

How to use Text Boxes in Relab's CMA

Text Box Types

Free-Form Text Boxes

Text boxes labeled "Text" allow you to write custom content and insert dynamic data using the @ symbol.

Restricted Data Boxes

Text boxes with specific labels (like "Full City Address" or "Date") only display predetermined data without allowing additional text. These maintain consistent formatting for branded templates.

How to View Text Boxes

1. Open your CMA report and go to the CMA Design Studio by clicking Next
2. Click the Guides button (eye icon) at the bottom of your report
3. Blue boxes will appear around all text areas, showing the text box type labels

Adding Text Boxes

Accessing CMA Advanced Editing Studio

1. Open your CMA report, click next
2. Click the Edit Page button (teal colour) at the top of most CMA pages

Adding a New Text Box

1. In the Advanced Editing Studio, locate the Text button in the left panel
2. Drag a text box to your desired location on the report
3. Type your custom text or use the @ symbol for dynamic data and select from the dropdown options

Dynamic Data Fields

Use the @ symbol in free-form text boxes to access these dynamic data fields:

Subject Property Data

• Address: Street name only
• Suburb: Subject property suburb
• City: Subject property city
• Full Address: Street address + suburb
• Full Address City: Street address + suburb + city

Agent Information (your Profile details)

• Phone
• Email
• Office Number
• Website

Owner Details:

• Prepared For: Client name
• Prepared for Email 
• Prepared for Phone Number

Date:

• Today's Date: Current date (format customisable)

Formatting Text Boxes

1. Click any text box in the Advanced Editing Studio
2. Use the formatting toolbar to change:
   • Font family and size
   • Bold, italic, underline formatting
   • Text alignment
   • Color options

Formatting Date Fields

1. Add a date field using the @ symbol or date text box
2. Click on the green "variable.today" text that appears
3. Click the Settings icon in the popup bar or right hand nav panel
4. Select your preferred date format from the dropdown
5. Repeat for each date field to maintain consistentcy throughout the report

Updating information in the dynamic fields

To update Owner/Client information:

1. Navigate to the left navigation bar in your CMA
2. Find Owner Details section
3. Update the following client information:
   • Name: Who the report is prepared for
   • Email: Client's email address
   • Phone Number: Client's phone number

This information will automatically populate in any text boxes using @ symbol data for "Prepared For" fields.

To updated Agent profile details in the dynamic fields

1. Return to the CMA Dashboard
2. Click the Person icon
3. Update your profile details:
   • Contact information
   • Office details
   • Website
   • Other agent information

Updated profile data will automatically appear in all future CMAs using profile-related data fields.

FAQs

Where do I find owner/client details for my CMA reports?

Owner details are located in the left navigation bar of each CMA under Owner Details. This is where you enter the client's name, email, and phone number that will appear in "Prepared For" data fields.

What's the difference between "Text" boxes and specific data boxes?

"Text" boxes allow free-form writing plus @ symbol data insertion. Specific data boxes (like "Full City Address") only display predetermined data and prevent accidental formatting changes, making them ideal for maintaining brand guidelines.

How do I ensure consistent date formatting across my entire report?

You must change the date format for each individual date field. Click on each "variable.today" instance, access the settings, and apply the same date format to maintain consistency throughout your report.

Can I use this feature with franchise branding?

Yes, you can add custom content while maintaining required formatting standards using restricted data boxes for brand-controlled elements. If you are making changes to colours, fonts and design elements it may pay to check with your brand directly first.

How can I troubleshoot to see which type of text box I've added?

1. Open your CMA report
2. Click the Guide Box icon at the bottom of your report
3. Blue text boxes will appear throughout your report
4. Look for boxes labeled "Text" - these are free-form text boxes where you can add content
5. Boxes with specific labels (like "Full City Address") are restricted data boxes

When should I use CMA Design Studio vs Advanced Editing Studio? 

For simple text changes, use the CMA Design Studio. For advanced customisation like adding new text boxes or changing layouts, access the Advanced Editing Studio using the Edit Page button.