Document Management for Admins

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


2. Select a transaction



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


4. On the right side is your Brokerage Documents (Documents & Follow-up) where you can now search for specific files, bulk re-naming/downloading, sorting and most importantly labeling.

 

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

Searching for a Document

Sorting your Documents

Label your Documents

Multi-Select Documents