1. After logging into your account, head over to "Transaction" select your client.
2. Select a transaction
3. You will see the option to access your "Transaction Search" on top
4. On the right side is bottom are your Brokerage Documents (Documents & Follow-up) where where you can now search for specific files, bulk re-naming/downloading, sorting and most importantly labelingans add more documents.
5. Click the links below see how the features are used:
Searching for a Document