Clicking the "Embed" option will bring you to a preview page which will show you what the embed will look like on desktop and mobile, and give you an embed code. If you want to make your base copyable to an even wider audience, then you can embed your base on your website. For all intents and purposes, the copied base is completely separate from, and not connected in any way to, the original template base. Note that the person who copied the base will not receive any subsequent updates to your base, nor will you see any of their content or changes in the copied bases. If this box is checked, then, if you send someone the share link, they'll see a “Copy base” button.Ĭlicking this button will allow that person to create a private copy of that base for their own purposes. Notice the checkbox that says "Allow viewers to copy the data in this base": Bear in mind that this link will be "live," in the sense that anyone opening the link will see all your recent changes to the base. To share a whole base, click the "Share" button while in your base, and then click on the "Create a shared link to the whole base" option under the “Link sharing” header.Ĭlicking the “private read-only link” option will generate a share link for the base. How to make your base available for copying You can share your template with specific people or add it to the Airtable Universe for everyone to enjoy. Anyone with the share link to this base can clear out your data and use it for their own purposes. Maybe, in the course of running your blog, you’ve devised an incredibly useful editorial calendar and you want other bloggers to be able to use your same setup. It’s also a good method for sharing the tools you’ve designed to manage your workflow. With a share link, your friends can each make their own copies of your book base, check off books as they read through the list, and add new books of their own. Perhaps you’ve compiled a list of must-read books, and you want to share that list with your friends. ![]() This is a great way for you to share interesting collections of data. (You can also use it to export one of your bases to use in a different account.) Thanks to the robust user roles and permissions setup in this template you can lock down areas of your app to Agents only and/or Clients only - maintaining a seamless UX for each type of User accessing your app.You can let other people create a copy of a base you've created and use it for their own purposes by creating a share link to your base and enabling data copying. Use the Kanban board to manage your transaction pipeline. Check out the listings calendar to showcase the different properties on the market. With the different Noloco views available you can display your data to end-users in new and interesting ways. With the attachment field, you can also use this template as your document storage solution. And use the Transactions collection to manage your entire deal checklist so nothing falls through the cracks. Use the Properties collection to keep track of all your listings, and all the properties your clients are interested in. Use the Contacts and Interactions collections to manage your relationships with clients, service vendors, attorneys, escrow officers, loan officers and other real estate agents. ![]() ![]() With this real estate transaction management template, you can do it all. This template is the perfect management system, whether you’re new to the business and building up your contact list, well-established and need help managing all the deals in your pipeline, or expanding your office and looking for a tool to collaborate with your growing team and your transaction coordinator.
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