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