# Appendix

- [Finding Support](https://help.rechat.com/appendix/contacting-support.md): Rechat provides you with various means to get support regarding issues you might face while working with your Rechat product.
- [Brokerage Set Up](https://help.rechat.com/appendix/brokerage-set-up.md): From branding to MLS integrations, discover how a seamless setup empowers your team to work smarter and achieve more.
- [Account Settings](https://help.rechat.com/appendix/brokerage-set-up/account-settings.md): Account Settings allows admins to configure key settings that define branding, marketing, and listing details across the brokerage. This guide walks you through each section and its available options.
- [Admin Roles and Permissions](https://help.rechat.com/appendix/brokerage-set-up/admin-roles-and-permissions.md): Learn the differences between Admin roles in Rechat, including Root Brand, Regional, Office, and Team Admins, as well as how Admin and Marketing Admin permissions compare.
- [Managing Your Rechat Roster](https://help.rechat.com/appendix/brokerage-set-up/managing-your-rechat-roster.md): In Rechat, your brokerage’s Org Chart (hierarchy of brands, regions, offices, and teams) defines how people are organized and what resources they can access.
- [Marketing Templates](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines.md)
- [Template Design Guidelines](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/template-design-guidelines.md): Emails are a crucial component of digital marketing, and designing effective email templates can significantly impact the success of an email campaign.
- [Marketing Template Categories](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/marketing-template-categories.md): Rechat offers a wide variety of professionally designed templates to help you market listings, connect with your sphere, and celebrate key moments throughout the year.
- [Understanding Studio](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/understanding-studio.md)
- [Fonts](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/fonts.md)
- [Figma](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma.md)
- [Getting Started with the Rechat Plugin](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/getting-started-with-the-rechat-plugin.md): To use the Rechat Plugin in Figma, run the plugin and connect it to your Rechat account to start publishing and managing templates.
- [Connect Your Rechat Account](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/connect-your-rechat-account.md): After launching the Rechat Plugin in Figma, you’ll need to connect your Rechat account.
- [Export Your First Design](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/export-your-first-design.md): Once the Rechat Plugin is connected, you can export your designs from Figma directly into Rechat. This allows you to publish templates quickly and manage them within your account.
- [Placeholders](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/placeholders.md)
- [Locking Content](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/locks.md)
- [Supported Mediums](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/supported-mediums.md): The Rechat Plugin currently supports the following mediums:
- [Print Templates](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/print-templates.md): Rechat supports exporting print templates, which can be either single-page or multi-page.
- [Print Layout Sizes](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/print-templates/print-layout-sizes.md): When preparing print templates in Figma for Rechat, it’s important to use standard print sizes and account for bleed to ensure accurate results in printing.
- [Xpressdocs Integration - Workflow](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/print-templates/xpressdocs-integration-workflow.md): This section describes how a template is set up for print through Rechat’s Figma plugin and how it is associated with Xpressdocs products for production.
- [Flipping a Portion of Your Design](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/print-templates/flipping-a-portion-of-your-design.md): The Flip Layout feature allows you to rotate a selected frame or group within your print template by 180°, helping you prepare accurate two-sided or folded print layouts.
- [Bleed Guides for Print Layouts](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/print-templates/bleed-guides-for-print-layouts.md)
- [Email Templates](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/email-templates.md): Designing email templates in Figma just got easier. With the latest enhancements to the Rechat Figma Plugin, you can now create structured, email-ready templates faster with automatic layout handling.
- [Designing On-Brand Templates with Variables](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/designing-on-brand-templates-with-variables.md): The Rechat Plugin uses Figma Variables to keep your designs on-brand. Variables in Figma work the same way as the brand settings you’ve already set up in Rechat (colors, fonts, etc.).
- [Unsupported Features](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/unsupported-features.md): Some Figma effects are not supported in the Rechat Plugin and may cause your design to break or render incorrectly when exported. Below are the effects to avoid, along with recommended alternatives:
- [Prevent Text Overflow with Truncate](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/figma/prevent-text-overflow-with-truncate.md)
- [Canva](https://help.rechat.com/appendix/brokerage-set-up/marketing-template-guidelines/canva.md): With Rechat’s Canva integration, you can connect your Rechat account to Canva and bring your listings, agent info, and branding assets directly into your Canva designs, then send them back to Rechat.
- [Video Clip Stickers](https://help.rechat.com/appendix/brokerage-set-up/video-clip-stickers.md)
- [iOS App Icon](https://help.rechat.com/appendix/brokerage-set-up/ios-app-icon.md): This page explains how brokerages can provide custom iOS app icons for our mobile app.
- [Pages](https://help.rechat.com/appendix/brokerage-set-up/pages.md): Pages allows brokerage admins to provide valuable information to their agents.
- [Service Network Setup](https://help.rechat.com/appendix/brokerage-set-up/service-network-setup.md): Learn how to configure your Service Network by creating service types and adding trusted providers your agents can access in their workflow.
- [Deals Customization](https://help.rechat.com/appendix/brokerage-set-up/transaction-management-deals.md): Transaction Management Process and Procedures
- [Setting Up Deals](https://help.rechat.com/appendix/brokerage-set-up/transaction-management-deals/setting-up-deals.md): This guide will walk Admins through customizing the Deals experience in Rechat. Customizing Deals ensures that your brokerage’s workflows and transaction management process are reflected in Rechat.
- [Access Deals Settings](https://help.rechat.com/appendix/brokerage-set-up/transaction-management-deals/setting-up-deals/access-deals-settings.md): Before customizing, you’ll need to access the Deals settings area inside Rechat. Only Admins can do this.
- [Creating Checklists](https://help.rechat.com/appendix/brokerage-set-up/transaction-management-deals/setting-up-deals/creating-checklists.md): Checklists are the foundation of Deals in Rechat. They define the tasks and documents required for agents to remain compliant.
- [Assigning Contacts](https://help.rechat.com/appendix/brokerage-set-up/transaction-management-deals/setting-up-deals/creating-checklists/assigning-contacts.md): Some contacts, like Compliance Managers or Admins, need to be automatically included in every deal. You can assign them once here instead of relying on agents to add them manually.
- [Controlling Visibility](https://help.rechat.com/appendix/brokerage-set-up/transaction-management-deals/setting-up-deals/creating-checklists/controlling-visibility.md): In every checklist, not all items need to be visible to agents. Some forms, tasks, or notes are internal to the brokerage, designed for compliance, accounting, or management review.
- [Required vs. Optional & Inbox Routing](https://help.rechat.com/appendix/brokerage-set-up/transaction-management-deals/setting-up-deals/creating-checklists/required-vs.-optional-and-inbox-routing.md): This page explains how to control compliance and workflow by marking checklist items as Required or Optional and routing them to the appropriate Inbox for review.
- [Defining Contexts](https://help.rechat.com/appendix/brokerage-set-up/transaction-management-deals/setting-up-deals/defining-contexts.md): Contexts connect pieces of information to checklist types. For example, a Residential Buyer may need a different context than a Commercial Lease.
- [Configuring Statuses](https://help.rechat.com/appendix/brokerage-set-up/transaction-management-deals/setting-up-deals/configuring-statuses.md): Statuses define the stages of a deal — like Active, Under Contract, or Closed. These help agents track where a transaction is in the pipeline.
- [Smart Forms](https://help.rechat.com/appendix/brokerage-set-up/transaction-management-deals/smart-forms.md)
- [Manage My Apps & SSO Connections](https://help.rechat.com/appendix/brokerage-set-up/manage-my-apps-and-sso-connections.md): Learn how to configure and manage your brokerage’s My Apps and SSO connections in Rechat. This guide walks through setup, configuration, and best practices for SAML-based authentication.
- [Single Sign On (SS0)](https://help.rechat.com/appendix/brokerage-set-up/single-sign-on.md): Rechat supports Single Sign On using the SAML protocol. This document assumes you have an understanding of the protocol and are already set up as an Identity Provider.
- [Email Delivery](https://help.rechat.com/appendix/brokerage-set-up/email-delivery.md)
- [DNS Self-Service Setup](https://help.rechat.com/appendix/brokerage-set-up/email-delivery/dns-self-service-setup.md): DNS records help ensure that your emails are delivered to the recipient's inbox and not marked as spam by verifying the authenticity and legitimacy of the sender's domain.
- [Setup DNS Records](https://help.rechat.com/appendix/brokerage-set-up/email-delivery/setup-dns-records.md)
- [Import Contacts](https://help.rechat.com/appendix/brokerage-set-up/contacts-import.md)
- [Adoption Rate Dashboard](https://help.rechat.com/appendix/brokerage-set-up/adoption-rate-dashboard.md): Rechat's Adoption Rates Dashboard brings insightful data about how agents are using Rechat to your fingertips!
- [Spam Dashboard](https://help.rechat.com/appendix/brokerage-set-up/spam-dashboard.md): How to Connect Your Domain to Google Postmaster for the Spam Dashboard
- [Website Integration](https://help.rechat.com/appendix/website-integration.md): Looking to integrate your website to Rechat?
- [Connecting to your Listing Pages](https://help.rechat.com/appendix/website-integration/connecting-to-your-listing-pages.md)
- [Lead Capture Integration](https://help.rechat.com/appendix/website-integration/lead-capture.md)
- [Activity Reporting](https://help.rechat.com/appendix/website-integration/activity-reporting.md)
- [Lead Capture API Docs](https://help.rechat.com/appendix/website-integration/lead-capture-api-docs.md): Documentation for Rechat's Lead Capture API.
- [MLS Coverage](https://help.rechat.com/appendix/mls-support.md)
- [Integrations](https://help.rechat.com/appendix/integrations.md): Rechat seamlessly connects with industry-leading tools and platforms to streamline your workflow and elevate your real estate marketing and operations. Below is a list of available integrations:
- [Canva](https://help.rechat.com/appendix/integrations/canva.md): Design your marketing in Canva, then send it directly into Rechat’s Marketing Center as a reusable marketing asset.
- [My Marketing Matters](https://help.rechat.com/appendix/my-marketing-matters.md)
- [MLS Listing Data Visibility Matrix](https://help.rechat.com/appendix/mls-listing-data-visibility-matrix.md)


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