1. After logging into your account, head over to "Transaction Viewer" .
2. Select a transaction
3. You will see the option to access your " Activities" on the left hand side
4. On the right side is your Brokerage Documents 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