Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

1. After

...

logging into your account, head over to  "Transaction Viewer" .


2. Select a transaction and you


Image Added


3. You will see the option to access your " Activities" on the left hand side 


3.We released functionality for users to organize the document list including searching 4. On the right side is your Brokerage Documents where you can now search for specific files, bulk re-naming/downloading, sorting and most importantly labeling.

 

5. Click the links below see how the features are used:

Searching for a Document

Sorting your Documents

Label your Documents

Multi-Select Documents