AFrameSupport

While creating date templates, emails, and email templates, you will utilize merge field codes to pull the correct information from the transaction. This ar...

Attachment templates allow you to easily generate placeholders for files & weblinks that need to be uploaded or checked off. This helps make sure you ne...

Date templates allow you to create custom templates with all the dates that can pop up in your transaction. Creating multiple templates can be useful for di...

Task templates are a powerful way to keep up with everything that you need to do for any transaction. Each new account has several existing Task Templates a...

As with any transaction management platform, the proper use of templates can be a huge time saver since much of what you do is repetitive. Setting up Email/...

Field definition templates enable you to create and modify customized fields within the information sidebar of your transactions. You can create separate co...

Importing previously created task lists into AFrame is easy. By transferring the data to our task import template, you can seamlessly bring your existing ta...

If you're an AFrame user who has spent time creating customized templates for your projects, you may want to share your templates with other AFrame user...

When using due date formulas in AFrame, you’ll need a static reference date—a specific date from the Dates tab, such as the Effective Date, Closing Date, or...

If you’ve accidentally deleted or heavily edited your default task templates, no worries—you can easily restore them! You can revert the edited templates ba...