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Did you know that you can send documents from one file to another?

It has happened on more than one occasion that two files are accidentally created by your agents or even by your administration staff but there is an easy way to rectify that.

Follow the steps below to easily move documents without having to download them on your computer.

  1. Go to: Documents > Document Transfer

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

  • 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

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

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