The features outlined here are currently available to MLS' that are partnered with our Docs+ platform.
To create a new Transaction folder:
- Navigate to the Transactions section of the application.
- Click New Transaction in the top left corner.
- Name the folder.
- Select forms and documents: choose from a document ‘Package’ or pick forms from the form library, clone an existing folder, or upload a document from your device.
- Each document you choose will appear in the My Selection box.
- Click done.
To create a new client sub-folder:
- Navigate to the Transactions section of the application.
- Click the folder you wish to add to.
- Click the Folder button on the toolbar.
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