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Marketing Inbox eSigning My Delegate Development Delegate Settings Agency Settings
Knowledge Hub

Pipeline

Live workspace records

Notifications
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Application Agency Status Move-in Applicants Progress Linking code
No applications foundCreate an applicant or share an agency application link to begin.

Applicants

Comments

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My Details

My Records

Documents to Sign

Signature Workspace

Access

Create building

Knowledge Hub

Practical video guides for working in Delegate.

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No eSigning records found Send a document to a contact to start an eSigning request.

Plan, publish and manage every social channel in one place.

Connect another channel

Connected accounts

Content planner

Create post

Post details

Publish to
Schedule

Post preview

Template builder

A4 portrait page
Page 1 of 1

1. Start from

2. Template information

3. Recipients

Set the signing roles used by this template. People are selected when a document is sent.

4. Add fields

Choose a field, then click the document to place it. Select any placed field to map or adjust it.

Ready to map Placed fields can use Delegate data or be completed manually.

4. Add elements

Elements

Send document

Create signing request

Request setup Create the draft first. Field placement happens on the next screen before the document is sent.

Template

Recipients

Contact or external signer

Agency signing

Optional final signature

Message

Shown to the recipient

Document

PDF or image

Overview

Steps & Actions

Comments

New comment 0 comments
Create alertPut the right information in front of the right people.
0 alerts
1
What needs attention?Keep it short, specific and action-focused.
2
Who needs to see it?Notify everyone involved, or choose the exact people responsible.
Choose at least one team member.
3
Where should it appear?Show the alert only while staff are working in relevant records.
Related record pages
4
How long should it stay visible?Leave the end blank for an ongoing instruction.
Visible to everyone with access.

Overview

Users

Agency user menu

Choose which areas appear in the navigation for users within this agency.

Main menu Selected areas are available to agency users. Individual user permissions can further restrict access.
·
Airtable data connection One-way sync from Airtable into this agency. Automatic sync runs every 15 minutes.
Preparing sync…
Table mappingsChoose which Airtable fields update each Delegate table.
Map a table
Recent syncsLive results from manual and scheduled runs.

Comments

Overview

Contacts

Comments

Overview

Associated

Comments

Create alertSet where and when this contact alert appears.
0 alerts
Show this alert when viewing

Overview

Permissions

Documents are read-only. Contact your Super Admin to make changes.

Welcome back

Payment plans

Active arrangements and payments that need attention.

Pipeline

Frequently Visited Websites

Columns
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Columns
No contacts found Import a contact CSV for the selected group.

Delegate Settings

Branding

Manage the Delegate logo and Admin dashboard banner.

Airtable connection

Secure credential used for agency data connections.

Admin Users

Create and manage Delegate team members who need Admin access.

0

Default Email Templates

Create polished starting templates that every agency can use or clone.

Roadmap

Track what is complete, in progress and planned next.

Ideas

Capture and develop ideas for Delegate.

Issues

Report and track issues that need to be resolved.

Agency Settings

Branding

Manage your agency logo, header image and brand colours.

Proposal Information

Set the default introduction used in agency proposals.

Pipeline Income Thresholds

Define income thresholds used in pipeline reporting.

Tenancy Workflow Timing

Configure timeframes for tenancy workflows and reminders.

eSigning

Set how often unsigned recipients receive an automatic reminder.

Maintenance

Manage maintenance follow-up timing and request behaviour.

Offices

Manage your agency offices, locations and trading hours.

Agency Users

Create and manage the people who can access this agency.

Training & Licensing

Track CPD progress, evidence and industry registrations in one place.

CPD profile

Requirement, reset date and role-specific guidance.

Training register

Completed learning, providers and supporting evidence.

Licences & registrations

Registration details, expiry dates and uploaded documents.
Keep evidence ready for renewal and audit.

Sales Teams

Group agency users so Sales records stay visible to the people responsible for them.

Sales Settings

Configure reusable marketing packages and signboards for every listing.

Marketing Packages

Products, suppliers, costs and the default payer.

Signboards

Available board types, suppliers, costs and billing defaults.

Billing

View invoices and securely update your card, Australian bank account and billing details.

Agency Inbox

Your agency’s shared email workspace

Select an emailChoose a conversation to read, assign or reply.

Import CSV

Match incoming rows with existing records, then insert or update values in the selected table.

Column mapping Select a CSV file to map fields.
Ready
Property photos
All photosDrag to reorder

Add to technology stack

Create agency

Create opportunity

Add contact

Profile photo

Possible existing contact

A contact with the same name or email already exists. Link the existing contact, or create a new record anyway.

Create user

Add a user and assign them to this agency.

Profile photo

Create admin user

Create a Delegate admin account for a team member.

Create applicant

Create request

Create tenancy

Create linked record

Property location

Verified address and map

A verified address is required before the map can be displayed.
Property location

Create Pipeline

Profile photo

Drag the circle to position the photo. The faded image shows what remains available outside the crop.

Add roadmap item