The new document editor features a refreshed UI with improved functionality while maintaining familiarity. Key improvements include:
Updated styling that aligns with the rest of Buildout's platform
More intuitive editing interfaces
New customization options for document components
Streamlined workflows for common tasks
Main Header Bar Changes
The "Edit Listing" Feature
Look for the new "Edit Listing" button in the document header bar
Click to open a modal that renders the property edit form
Make changes directly without keeping a second tab open
Click "Save Listing" to apply changes
Important: Changes will affect all marketing materials linked to the edit form
Document Options & Side Panel
Accessing Document Options
Old location: Wrench icon in top header bar
New location: Dedicated side panel on the left labeled "Document Options"
Side Panel Features
Collapsible and resizable panels with dropdown menus
Improved page organization with drag-and-drop functionality
Clearer visual indicators when moving pages
Option to hide the entire side panel with a single click
Particularly helpful for wider documents (beyond standard 8.5x11)
Page Editing
Selecting Pages
Hover over a page to see the page-level edit bar
Click the page name in the edit bar to rename it
Page Options
Old method: Multiple nested dropdowns
New method: Click the slider icon in the page edit bar to open the right-side flyout
The flyout displays all page options with:
Easy scrolling to see all options
Green checkmarks indicating enabled options
One-click toggling of options
Advanced Configuration Indicators
Pages with advanced configurations (like retailer maps, comps, etc.) display specific icons
Click these icons to edit the configurations
Example: For retailer maps, click the icon to add or modify retailers
Resetting Pages
Use the counterclockwise arrow icon in either:
The page toolbar, or
The bottom of the page options flyout
Resets all page edits without needing to delete and create a new page
Component Editing
Selecting Components
Old method: Hover to show blue edit bars
New method: Components display dotted line indicators on hover
Click a component to display its blue toolbar
Editing Tools
Direct editing: Some components have a pen icon for direct manipulation
Component editor: All components have a slider icon that opens the flyout panel
Component-Specific Features
Text Components
Standard options: Font size, line height
New options:
Letter spacing
Text formatting (bold, italic, underline)
Font color and background color
Font selection (branded company fonts and global options)
Image Components
Pen icon for repositioning (click and drag)
Image fitting options (Fit, Fill, Stretch)
New options:
Border settings (width and color)
Background color (for images that don't fill the frame)
Custom background options
Map Components
Map type selection (including the new parcel map)
New options:
Map styles to change the overall look beyond the standard Google Maps appearance
Tables
Table-level editing:
Border customization options
Click the pen icon to add/remove rows and columns
Cell-level editing:
Colors
Spacing
Font styling
Text alignment
Resetting Components
Individual reset: Use the counterclockwise arrow icon in either:
The component toolbar, or
The component editor flyout
Resets only the selected component to default settings
Updating Text in the Document Editor
When text is manually edited from within a page in the Document Editor, the connection between that page and the Listing Edit Form is severed. This means that any new updates made in your Listing Edit Form will not push to that specific page.
The Listing Edit Form is the single source of truth for your listing's marketing information. All of the data in this form will populate to your marketing materials via a one-way connection. If the connection between the Listing Edit Form and the Document Editor were two-way, then any edits made to the text in your document would update the original data in the Listing Edit Form. This would, in turn, update the text in all of your marketing materials at once (email blasts, property websites, etc.). To prevent any editing errors from appearing on all of your marketing materials, manual text edits in the Document Editor simply sever the one-way connection between the form and that page. This way, you may edit the text on your document while keeping the original information in the Listing Edit Form intact.
For this reason, we recommend avoiding manual text edits within the Document Editor and solely updating your information in the Listing Edit Form whenever possible for the best results. If you do make manual edits on a page and need to reset that page, click on the refresh icon in the purple bar at the top of the page to restore the page to default settings.
Using PDFs in Buildout Documents
While Buildout's core pages provide a wealth of options, there may be times when you'd like to bring outside content into your documents. For these times, we have a PDF Document page that you can use to import a raw PDF into your document or a PDF with Header/Footer page that allows you to bring in your PDF and apply your branding by adding your header and footer to the page. Note: with the PDF with Header/Footer page, it will place the headers right over the page so we recommend ensuring their is enough blank space on your PDF to fit these so that your information does not become covered.
Using Saved Pages in Buildout Documents
Saved Pages are essentially snapshots of the page they were created from with updated content; once saved, they will appear at the bottom of your Page Library with a star to the left of the page title. Since they share the same page template, Saved Pages can only be found in the same libraries that the original page appears in.
Reasons why Saved Pages don’t appear in a page library:
Different Document Types
Different Versions of Documents
Different Page Orientations
Different Versions of Original Pages
Pages you should avoid turning into Saved Pages
Certain pages in Buildout documents are more advanced than others. While several pages can be snapshotted and saved, there are a few pages that draw their content directly from the Property Edit Form of the original listing under which they were created. For this reason, we recommend that you avoid saving pages such as:
Retailer Map Pages
Site Plan Pages
Comps Pages
Financials Pages
If you find that you are wanting to save pages with any of the information listed above, we'd recommend the workaround of saving the page as a PDF. Then, you can insert the PDF into whatever document you'd like via the PDF Document page in the Page Library.