Copy Documents

When creating a listing as an agent, it is easy to forget to input the MLS number that your board has administered to you. Once the board sends the information over to our platform, this will automatically create a double listing profile rather than merging the two together.

If you have already entered your documents in your listing’s EDM, you have the ability to copy those documents to the active listing.

Sending documents from one listing to another:

1. Open EDM and Signatures on the left menu and select “Copy listing Documents”

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2. Select the listing source (where the documents are located)

3. Select a Listing recipient (where the documents will be moved)

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4. “Select all” or individually select the documents you would like to transfer.

    

5. Once your selection has been made, select “Copy” or “Copy and edit the listing”

    

   • Copy simply copies the documents into the listing recipient

   • Copy and edit the listing opens the profile of the listing recipient and further changes can be made.