How to create, edit, and manage drafts

This article will cover how to create, edit, and manage drafts, which are digital iterations of a site plan.

How to create, edit, and manage drafts

  • To create and access your drafts, click on the Drawer Icon at the top left of the screen near the address search bar.

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  • Click on the Stacked Dots icon in the top right corner of a draft to copy or edit it.

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Please see "How to create a House and Land Package" for more information about Package deal.

  • Click on the Ellipses icon in the bottom left corner of a draft to edit tags. 

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Clicking on the Paint Bucket icon allows you to change the color of tags.

Clicking on the Red 'X' icon to the right of an existing tag will remove it entirely.

Drafts can take on multiple labels. 

  • Click Save to apply your tag changes to the draft. 

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A greyed out Save button indicates an unavailable tag selection. Tags cannot be reused or applied to multiple drafts. All tags must receive unique naming conventions. 

How to access your drafts in your Dashboard

  • Click on the Dashboard at the top right of the screen. 

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Individual drafts are accessible in the Deals section of the Dashboard. Draft tags are visible in the Tags column. 

Clicking on the the Ellipses icon to the right of a tag allows you to edit tags within the Dashboard. 

  • Click on the corresponding address or APN to be brought directly to the desired draft.