PropertyFile configuration

Chris Horroll
Chris Horroll
  • Updated

Once you have activated your PropertyFile account, you'll need to configure and customise it to suit your agency.

You can add your company logo, set your colour scheme, personalise the content of emails sent to your tenants, and set the agency name and web address that's visible on your PropertyFile microsite.

This article includes: 

General configuration

 Note

  • If you haven't done so already, you must activate PropertyFile in Alto before continuing.
    For more information on Activating PropertyFile, click here
  • You will need access to System Administration, to edit your default settings. Your appointed Group Administrator will have access to these permissions

Your General Configuration settings are how you control the agency name and company website address that'll appear on your PropertyFile microsite.

  1. Click Tools on the main toolbar
  2. In the dropdown menu, click Templates and admin
  3. On the side menu, under System Tools, click PropertyFile
  4. On Alto PropertyFile Administration, click the Pencil alongside your Domain
  5. The PropertyFile Dashboard will open. Click General Configuration on the side menu
  6. Add your Agency name and Website address
  7. Click Save

 Note

The General Configuration tab is also where you can set your emergency messages for maintenance issues.
For more information on PropertyFile Maintenance - overview, click here

Notification settings

PropertyFile allows you to specify what notifications you would like to receive and where these should be sent. You can use your branch default email address or set a custom email address for each notification type. For eSign notifications, you can also choose to relay the notification back to the sender of the request.


To choose where notification emails should be sent:

  1. Click Tools on the main toolbar
  2. In the dropdown menu, click Templates and admin
  3. On the side menu, under System Tools, click PropertyFile
  4. On Alto PropertyFile Administration, click the Pencil alongside your Domain
  5. The PropertyFile Dashboard will open. Click Notification Settings on the side menu
  6. A list of notification types will display. For each one, you can choose to select the Branch Default and/or a Custom address as the recipient
    1. Branch Default means that the email address listed in Alto for the relevant branch will receive notifications of this type
    2. Custom opens a box that enables you to enter an alternative email address to receive notifications. This will be used for all branches.
      (You can enter multiple email addresses for these notifications by separating the emails with a comma)
  7. Click Save

 Note

You can also set up notifications for Maintenance issues, Market appraisal widget requests, and eSigning. Follow the Related articles below to set up and configure these options in PropertyFile

Your Branch Default email address is set in Alto itself. To check this:

  1. Click Tools on the main toolbar
  2. In the dropdown menu, click Templates and admin
  3. On the side menu, under System Tools, click System Administration
  4. Click Branches
  5. Click Edit next to the relevant branch
  6. In the Email Address line, check the email is correct for your branch, or edit it accordingly
  7. Click Save

Related articles: 

Activating your website widgets

Add logos and style your PropertyFile site

Customise PropertyFile modules

PropertyFile GDPR Consent

Changing the text on email invites

PropertyFile market appraisals

Activating eSigning

Inviting contacts to PropertyFile

Vendors Sales Progression

PropertyFile Landlord Portal

PropertyFile Tenant Portal

PropertyFile Maintenance - overview

PropertyFile Applicant Portal

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