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- ABOUT
- MEMBERSHIP
- MLS
- EDUCATION
- SERVICES
- NEWS AND EVENTS
- Transaction Forms
- Risk Management Specialist
- Insurance
- Events Calendar
- Education Calendar
- Circle of Excellence
- Expo
- Commercial
- International
- Young Professionals - YPN
- Budget & Assets
- Business Development & Technolgy
- Bylaws
- Education
- Grievance
- MLS
- REALTORS® Political Affairs
- Young Professionals
- (858) 715-8000
Paragon Documentation Help
Quick Start Guides are 3 or more pages in length and contain the essential information for getting started with a basic task-oriented approach to learning various modules within Paragon. Check back often as we continue to update and add new titles! All Quick-start Guides are provided in the PDF format for printing & viewing. If you do not have the PDF reader, you can download a copy for free directly by clicking the link provided below: |
AVAILABLE GUIDES - Scroll Down for More
NEW or Updated QUICK START GUIDES
Revision Date
| Learn how to Extend or Deactivate Automatice E-mail Notifications using the login notification box or Alert widget inside Paragon. |
| September 21, 2012 |
| Save time updating your new contact information in your Automatic E-mail Notifications. Change your default Email Signature and all of your Automatic E-mail Notifications can have the same signature information. Email Signatures also allows you to have multiple signatures from which to choose when you send any E-mail out of Paragon. |
| October 11, 2012 |
| See how to send your automatic E-mail notifications whenever you want. You can select the days of the week and the interval between notifications to meet the needs of your clients. |
| January 18, 2013 |
| See how to associate your listing inside your team. (Feature Coming Soon!) |
| May 10, 2013 |
| Learn how you can manage your clients' listings inside Client Connect. You can quickly move from one client to another while inside Client Connect. |
| June 18, 2013 |
Getting Started
| Information you need to know as you use Paragon on your computer. This information includes minimum computer requirements, browsers and browser settings for printers. |
| July 31, 2015 |
| Clearing your browser's cache is one step in improving the operation of your computer as you use Paragon. |
| December 2, 2011 |
| Browser Page Settings so your 1 page search results report prints on 1 page. This guide includes printing and print page setup info. |
October 7, 2011
| Follow this guide to setup your Internet Explorer |
November 15, 2011
Home Page
| Learn how to use the features and functions of Paragon's Home Page including the Market Monitor, action links in the footer, widgets and more. |
| November 17, 2011 |
Contact Management
| This Quick Start Guide shows you how to "Add a Saved Search" to your client while using the Contact Manager Wizard. It also shows how to modify the client associated Save Search. |
| September 20, 2011 |
See how to send your automatic E-mail notifications whenever your want. You can select the days of the week and the interval between notifications to meet the needs of your clients.
January 18, 2013
Learn how to Extend or Deactivate Automatice E-mail Notifications using the login notification box or Alert widget inside Paragon.
December 9, 2013
| How to set up Auto Notifications for Automatic E-mail Notification and Client Connect with Auto Notify based on a saved search. |
July 3, 2012
If your client has blocked E-mails sent to them from Paragon, this Quick Start Guide shows you how to begin the process of "Opting In" your client so they can again receive Paragon E-mails.
June 1, 2012
See what your prospects view when visiting Client Connect.
October 3, 2011
Learn how you can manage your clients' listings inside Client Connect. You can quickly move from one client to another while inside Client Connect.
June 18, 2013
The Client Connect Preferences Wizard helps you customize your webpage (Contact Information for you and your office; your Home Page Message; information links for your clients; what Client Connects events send you E-mail notices and picking your webpage banner). This Quick Start Guides explains each step of the process.
December 2, 2011
A Listing Agent's Marketing tool. Buyers' Agents remain the ONLY contact with the buyer. Use Buyers' Saved Searches to find matches for your listings and communicate ONLY with the Buyer's Agent.
September 20, 2011
| Property Search | ||
Lean how to run a search and some of the new features included in this module
October 5, 2011
Saving a search is very important and this document will show you how.
October 6, 2011
Pull up historical property information based on the address.
November 23, 2011
| Views & Reports | ||
This Quick Start Guide is an overview of the function buttons above the reports, how to customize reports, how to E-mail/Print reports and more.
November 29, 2011
This Quick Start Guide shows how to use Paragon listing results spreadsheets. Learn how to Filter, E-mail, Save, Print, Export (Excel), Customization and Actions (Driving Directions) and much more.
November 30, 2011
Learn the easy steps to create Driving Directions so you and/or your client can drive to the locations for an on-site visit of properties of interest.
November 23, 2011
See how to setup Slideshows in Paragon. This Quick Start Guides walks you through the process of creating Slideshows that will play whether you are on-line or off-line. Slideshows will play for 30-days.
September 21, 2012
| Listing Distribution | ||
| See how to send up to 5 different detail sheets in a single E-mail. |
September 20, 2011
What is the CAN_SPAM Act of 2003? This Quick Start Guide is a Summary of Paragon's application.
December 2, 2011
Input Maintenance
See how to simply add a Property Tour (real estate professionals) or an Open House for the general public.
September 20, 2011
Map your listing – as simple as pointing out on a map the location of your listing.
September 20, 2011
This guide will walk you through on how to update your listings.
September 20, 2011
Learn how to add labels and descriptions to each of your listing images.
August 19, 2011
See how Listing Activity is tracked and what it means.
January 27, 2016
Paragon User Preferences sets up the "look and feel" and individual user functionality of Paragon. This overview will guide you through your preferences set up.
March 2, 2012
This Wizard helps you customize your Client Connect webpage content in a step-by-step process.
December 2, 2011
This Wizard helps you set up the essential elements of your CMA along with its "look and feel"
September 20, 2011
Create custom reports to use for your client connect website.
June 20, 2011
Save time updating your new contact information in your Automatic E-mail Notifications. Change your default Email Signature and all of your Automatic E-mail Notifications can have the same signature information. Email Signatures also allows you to have multiple signatures from which to choose when you send any E-mail out of Paragon.
October 11, 2012
| CMA |
Everything you need to know about creating a Subject Property.
September 20, 2011
Can't build a CMA without Comparable's. Learn more on how to add comparable's.
September 20, 2011
Need to make an adjustment to comparable properties? This document has the details.
September 20, 2011
Set up your page layout for your CMA and choose from five (5) new themes.
September 20, 2011
Generate your CMA and choose how to distribute it – E-mail or print.
September 20, 2011
CMA Preferences Wizard assists your set up of your standard CMA settings.
September 20, 2011
The Paragon Calculators have been updated, improving the returned data. For each calculator, there are three (3) tabs of results: Results, Graphs and Tables and a Help tab.
December 1, 2011
Mobile
Learn how to put the power of Paragon in the palm of your hand.Learn how to put the power of Paragon in the palm of your hand.
January 1, 2011
Miscellaneous Guides
This guide defines the calculations within the Graphs in the Statistical Reporting module.
January 27, 2012
A guide to setting up IDX SmartFraming, a website listing search tool.
September 20, 2011
Follow these simple steps to export listing data out of Paragon via a comma separated value spreadsheet.
September 20, 2011
These are the tools used to create E-mails, CMA reports, E-card, Default Message Body for Automatic E-mail Notification, etc.
September 20, 2011
Save time updating your new contact information in your Automatic E-mail Notifications. Change your default Email Signature and all of your Automatic E-mail Notifications can have the same signature information. Email Signatures also allows you to have multiple signatures from which to choose when you send any E-mail out of Paragon.
October 11, 2012
See how to send your automatic E-mail notifications whenever your want. You can select the days of the week and the interval between notifications to meet the needs of your clients.
January 18, 2013
Learn how to Extend or Deactivate Automatice E-mail Notifications using the login notification box or Alert widget inside Paragon.
December 9, 2013
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