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1. After logging into your account, head over to  "Transaction" select your client.

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2. Select a transaction

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3. You will see the option to access your "Transaction Search" on top

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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.

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

Searching for a Document