Document Management for Admins

1. After logging into your account, select your client.

2. Select a transaction

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

4. On the bottom are your Brokerage Documents  where you can now search for specific files, ans add more documents.


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

Searching for a Document

Sorting your Documents

Label your Documents

Multi-Select Documents