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Saving CMA Templates

Updated by Relab Support

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How to create and save a CMA template

Step 1: Start and customise a CMA

  1. Access CMA Editor and add a subject property (as though you're making a CMA)

  2. No need to add comparables, just click Continue on the lower right of the comparable selection page to open CMA Editor

  3. Customise your report by:

    • Selecting which pages to include from Pages in the left navigation panel (tick or untick)

    • Adding or changing images by clicking on image placeholders

    • Reordering pages by dragging the (≡) icon next to page names

Step 2: Save your template

  1. Locate Save as New Template in the left navigation panel under Templates

  2. Click Save as New Template and a popup window appears

  3. Enter a clear template name in the text field (e.g. "Residential Solo Agent")

  4. The access permission defaults to Only me

  5. Click Save at the bottom of the popup

The popup closes and your template now appears in your My Templates list.

How to use a saved template

  1. Start a new CMA and select your comparables

  2. Click Continue on the lower right to open CMA Editor

  3. Click Templates in the left navigation panel to open the templates dropdown

  4. Select My Templates from the dropdown menu

  5. Click on your saved template name from the list

Your CMA immediately updates with all your saved settings including page selections, layout, and design.

Template types

When you click Templates in the left navigation panel, a dropdown shows different template categories. A number next to each category shows how many templates are available.

My Templates
Templates you've created and saved personally. Only visible to your account.

Branch Templates
Templates created by managers that everyone in your branch can access. If this section is empty or doesn't appear, your branch hasn't created shared templates yet.

Franchise Templates
Templates created by managers for your franchise (a group of branches). Available to all team members across your franchise. If this section is empty or doesn't appear, your organisation hasn't created franchise templates yet.

Brand Templates
Relab applies a brand-level template so that large brands have a template in Relab. This level isn't accessible to any user, including managers, so it can't be edited or saved to.

Public Templates
Default Relab templates available to all users. These serve as starting points you can customise and save as your own.

Organising templates with status tabs

Use the Published and Archived tabs at the top of the template list to organise your templates.

  • Published — Ready to use. The active template shows a green In Use tag.

  • Archived — No longer needed but kept for reference.

Managing a saved template

Click the three-dot icon (⋮) next to any saved template to see your options:

  • Rename — Change the template name

  • Archive — Move the template to the Archived tab

  • Delete — Permanently remove the template

❓ FAQs

How many templates can I save?

There's no limit to the number of templates you can save. Create as many as you need for different property types, team configurations, or client segments.

How do I share a template with my team?

Individual agents cannot share templates directly - only managers have permission to create Branch Templates or Franchise Templates that appear for other team members. Contact your manager with your template requirements and they can create shared templates for your team.

Can I edit a saved template?

The way to do this is to apply the template you'd like to edit, make your changes, and click Save as New Template. You cannot save over template, only save new versions. We recommend you archive old templates as you go.

Can I delete old templates?

Yes. Click the three-dot icon (⋮) next to the template you want to remove and select Delete. You can also select Archive to keep the template for reference without it appearing in your Published list.

What if I can't see Branch Templates or Franchise Templates?

These template categories only appear in the dropdown menu if managers in your organisation have created shared templates. If you don't see them as options, it means no shared templates have been created yet for your branch or franchise, or you are not correctly assigned to your organisation. You can still access and use My Templates and Public Templates but if you think something is missing, contact your manager or support@relab.co.nz.

Where are my saved templates stored?

Your templates are stored in your Relab account and sync across all your devices. Access them from any CMA by clicking Templates --> My Template in the left navigation panel of CMA Editor. Your templates remain available indefinitely unless you delete or archive them.

What happens to my saved templates if I change my CMA design?

Saved templates remain unchanged when you work on other CMAs. Each time you apply a template, it loads the design exactly as it was when you saved it. Changes you make to a CMA after applying a template don't affect the saved template unless you click Save as New Template again.

Last updated: 14 October 2026