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Go to: Documents > Document Transfer
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If these tabs aren’t visible on your account, please enable this feature in your user group or ask your supervisor to make these changes. |
2. Complete the mandatory fields
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Source Folder: Listing / Transaction / Transaction Report - Where documents are coming from
Source Folder: Select property
Action: Move or Copy documents
Target Folder: Listing / Transaction / Transaction Report - Where documents are going to
Target Folder: Select property
3. Once you have selected the source folder, the documents to select will appear below
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You may select all or individually
4. Once you have completed your selection, click on Save & stay on this page or Save and go to the profile. You will then be brought to the profile page of the chosen target folder.
5. Save or Save & Close