Link a transaction report to a buyer agreement

By Holley Vosburgh
2 min

To link a transaction report to a buyer agreement, follow the steps below.

 

  1. Administration > Special Functions

     

  2. Listings and Transactions

     

  3. Link a transaction report to a buyer agreement

     

  4. Choose a Transaction Report

    Then make your selection by clicking on the +


    The information for the transaction will auto-fill

     

  5. Choose a Buyer Agreement

    Select your Buyer Agreement by clicking on the +


    The information will auto-fill

     

  6. Once your selections have been made for both Transaction Reports and Buyer Agreements, select
    Save and Close



Complete

 

N.B To view the link between both the Transaction Report and the Buyer Agreement, go to your transaction report and the linked file will be displayed.

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