Quick Start Guides

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:

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NEW or Updated QUICK START GUIDES Revision Date
Slideshows 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
Email Signatures 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
Automatic E-mail Recurrence 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
Team - Listing Input & Maintenance See how to associate your listing inside your team. May 10, 2013
Client Connect - Agent Functionality 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
System Requirements and Browser Support Information you need to know as you use Paragon on your computer. This information includes minimum computer requirements, browsers and browser settings for printers. February 3, 2012
Clearing Browser Cache Clearing your browser's cache is one step in improving the operation of your computer as you use Paragon. December 2, 2011
Printer Settings and Configurations 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
Internet Explorer Recommended Settings Follow this guide to setup your Internet Explorer November 15, 2011
Home Page
Navigation 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
Contact Manager Check out the new workflow and options found in contact manager. September 20, 2011
Add a Saved Search * NEW * 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
Automatic E-mail Recurrence 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
Auto Notification Options 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
E-mail Opt-In Process 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
Client Connect Customer Side See what your prospects view when visiting Client Connect. October 3, 2011
Client Connect - Agent Functionality 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
Client Connect Preferences Wizard 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
Editor for Views & Reports Learn how to edit your Client Connect Customer Views. September 20, 2011
Outlook Import Learn how to Import your Contacts from Outlook to Paragon. September 20, 2011
Outlook Export Learn how to export your contacts out of Paragon. September 20, 2011
Managing Groups How to group like Contacts together. September 20, 2011
Reverse Prospecting 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
Basic Search Lean how to run a search and some of the new features included in this module October 5, 2011
Customize Searches This document will help you learn how to customize your search. October 6, 2011
Saving Searches Saving a search is very important and this document will show you how. October 6, 2011
Map Search Interested in mapping? This document has all of the tools you need. February 29, 2012
Property History Search Pull up historical property information based on the address. November 23, 2011
Hotsheet Search See how to run a Hotsheet Search. November 23, 2011
Views & Reports
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
Spreadsheet 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
Driving Directions 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
Slideshows 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
Custom Report Editor Learn how to customize or create your own custom reports. November 20, 2011
Listing Distribution
E-Mailing Listings See how to send up to 5 different detail sheets in a single E-mail. September 20, 2011
CAN-SPAM Official Documentation What is the CAN_SPAM Act of 2003? This Quick Start Guide is a Summary of Paragon's application. December 2, 2011
Printing How to print search result reports out of Paragon using Print and Print+. October 7, 2011
Input Maintenance
Listings Overview Introduction to Paragon's Listing Input and Maintenance. September 20, 2011
Listing Input Learn how to enter a listing into Paragon. September 20, 2011
Adding a Tour and Open House See how to simply add a Property Tour (real estate professionals) or an Open House for the general public. September 20, 2011
Mapping your Listings Map your listing - as simple as pointing out on a map the location of your listing. September 20, 2011
Associated Docs Checkout this guide on how to add documents to your listings. September 20, 2011
Listing Maintenance This guide will walk you through on how to update your listings. September 20, 2011
Upload Listing Images Upload a photo to your listing. September 20, 2011
Listing Photo Labels & Descriptions Learn how to add labels and descriptions to each of your listing images. August 19, 2011
Team - Listing Input & Maintenance See how to associate your listing inside your team. May 10, 2013
Preferences
User Preferences Overview 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
Rich Text Editor Editing E-Card, Resume's, Cover Letter's, etc. in Paragon. September 20, 2011
Client Connect Preferences Wizard This Wizard helps you customize your Client Connect webpage content in a step-by-step process. December 2, 2011
CMA Preferences Wizard This Wizard helps you set up the essential elements of your CMA along with its "look and feel" September 20, 2011
Client Connect Custom Reports Create custom reports to use for your client connect website. June 20, 2011
Email Signatures 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 user_guide_button August 18, 2010
Overview See an overview of Paragon's CMA (Comparative Market Analysis). August 18, 2010
Step: 1 Subject Property Everything you need to know about creating a Subject Property. September 20, 2011
Step: 2 Comparable Properties Can't build a CMA without Comparable's. Learn more on how to add comparable's. September 20, 2011
Step: 3 Adjustments Need to make an adjustment to comparable properties? This document has the details. September 20, 2011
Step: 4 Page Layout Set up your page layout for your CMA and choose from five (5) new themes. September 20, 2011
Step: 5 Presentation Setup Select the reports to use in your CMA. Septebmer 20, 2011
Step: 6 View Presentation Generate your CMA and choose how to distribute it - E-mail or print. September 20, 2011
CMA Preferences Wizard CMA Preferences Wizard assists your set up of your standard CMA settings. September 20, 2011
Financial Calculators
Calculators Overview 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
Membership
Agent Mailing Labels Create Mailing Labels for the Agents in your Market. September 20, 2011
Mobile
Mobile Learn how to put the power of Paragon in the palm of your hand. January 1, 2011
Miscellaneous Guides
Statistical Reporting Graphs User Guide This guide defines the calculations within the Graphs in the Statistical Reporting module. January 27, 2012
IDX Smartframing A guide to setting up IDX SmartFraming, a website listing search tool. September 20, 2011
Mailing Labels Need to create some mailing labels. Follow this guide to learn how. September 20, 2011
Export to Excel Follow these simple steps to export listing data out of Paragon via a comma separated value spreadsheet. September 20, 2011
Rich Text Editor 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
Financial Calculator Utilize these calculators to help you with your daily tasks. December 1, 2011
Mobile Learn how to put the power of Paragon in the palm of your hand. January 1, 2011
Email Signatures 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
Automatic E-mail Recurrence 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