Use documents to support a specific statement about the property. Use demographic charts to explain the surrounding market. Both depend on information already available for the linked property.
Prepare the supporting material
Open the property workspace, review its documents and floor plans, and confirm that the material is relevant to the presentation’s audience. Check the property address and location data before choosing demographic charts.
A document preview is evidence of its contents, not an assurance that every reader can open the original file. Keep an appropriate way to provide the underlying material when your workflow requires it.
Add a document or floor plan
- Open the presentation and select the supporting-evidence slide.
- Expand Documents in the Elements panel.
- Wait for the property document collection to load.
- Find the floor-plan or document item you need.
- Drag an available item or preview onto the canvas.
- Resize it, then inspect labels and small print in Preview.
Floor-plan images or PDF thumbnails can appear as draggable visual previews. A PDF without a suitable thumbnail may appear as a document item rather than an image of the page. Do not assume dragging a PDF inserts all of its pages as separate slides.
The document collection follows the property’s sharing rules. A sensitive document may use a redacted copy; an item without an eligible shared representation may not appear. Review the document-sharing configuration rather than trying to work around a missing item with an unreviewed screenshot.
If No documents uploaded appears, check that the intended documents exist for the linked property and are eligible to be used.
Choose a geographic scope for demographic charts
- Expand Demographics.
- Select Zip or City according to the area you want to discuss.
- Wait for an available chart to load.
- Drag the chart onto the canvas.
- Add a slide title that identifies the geographic scope.
The available chart list includes population by age, income distribution, median home value, median rent, population trends, population by race, and unemployment rate. Market Insight can appear when the property’s supporting data is available.
A scope can be disabled if the property’s corresponding location is missing. A chart can show Not available even when other charts load. Check the property location and the specific chart rather than assuming every chart exists for every market.
Explain what the chart means
Choose one or two charts that support the reader’s question. For example, a rental overview may use median rent and income distribution as market context, while a broad property overview may need only one market-context slide.
Keep the title, labels, and scope legible. Regional median rent is not the rent for the particular property, and a market chart is not a substitute for the subject’s condition, operating assumptions, or comparable-property evidence.
Review the final slide
- Confirm the material belongs to the intended property.
- Check the geography shown in every chart.
- Make document text and chart labels readable at the actual presentation size.
- Check any redactions and what a recipient can see.
- Wait for chart images to finish loading before saving and exporting.
If the visual is too dense, split it across slides or summarize the key point in text and provide the underlying evidence separately. Continue with export PDF and images.