The features outlined here are currently available to FMLS members only.
The idea behind Transaction Folders is very straightforward: Think of it as a documents folder like on your Mac or PC (or, dare we say, a filing cabinet). It's where you store and organize all documents associated with your clients.
If you've got a client or transaction that you’re working on, create a Transaction Folder for all forms and documents associated with them.
Get to know the Transactions section:
Your Transaction Folders can be easily accessed by clicking the aptly-named 'Transactions' button in the left side menu. To access any client's documents, just click on that client's file folder from the 'Transactions' page.
Pretty straightforward, right?
Creating a folder:
There are a few ways of creating a new Transaction folder:
- Click 'Transactions' in the left side menu, and then 'New Transaction'.
- On the 'Dashboard', click any one of the two main buttons: 'Create a Transaction' or 'Upload a File':
For now, let's click 'Create a Transaction' from the Dashboard. This will give you the ability to pick from your forms or Document Packages to help in putting your client's forms together. In addition to selecting one/several form(s) for a client, you can use a document Package, or even upload a PDF from your desktop.
Now that I've created this folder, I can open it up any time from the main 'Transactions' page (1), add more documents (2), create folders WITHIN this folder (3), and rename, copy, move (rearrange), delete, export, sign or send any individual form (4):