Prezo Studio > FAQs > Core Workflow

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What is the recommended workflow?

The recommended workflow helps keep your presentation design organised, consistent, and easier to manage. Follow these steps when building your presentation:

Upload Assets such as logos, images, and branded graphics before starting the design process.

Set Brand Colours to ensure consistent styling throughout all presentation pages.

Build the Bid Page First as it acts as the master layout and usually contains the largest number of elements.

Add Elements including text, property details, images, pricing, and status indicators.

Copy Elements to Other Pages to maintain consistent layouts and reduce repetitive design work.

Rename Elements clearly so they are easier to identify and manage within the Layers panel.

Lock Final Components once completed to prevent accidental movement or editing.

Important: Prezo Studio must first be enabled on your account before access is available. Please speak with your RE Software representative to have this feature enabled.

Once enabled, a user with the Office Administrator role will need to create a user account for members of the marketing team who require access.

To learn how to create a new user account, please visit:
How to Add a New Account User

Users must be assigned the Designer role to access Prezo Studio. Existing users can also be updated to include this role.

Once access has been configured, you can open Prezo Studio after logging in by clicking the Grid Icon located in the top right corner of the webpage, then selecting Prezo Studio.


Posted 8th May, 2026

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