How to Upload Files



agent_dashboard1.pngUploading from the Dashboard: 

Users can upload files up to 20 MB each. 

  1. On the Dashboard Click Upload a File. 
  2. Select the file(s) from your computer to upload. 
  3. Select a destination for the uploaded document by selecting an existing client file or creating a new folder. 

 Uploading from within a Transaction Folder: 


  1. Navigate to the Transactions section and open the Transaction folder that you'd like to upload into. 
  2. Select a file from your computer to upload. 

 For info on uploading documents using the Unique Transaction Folder Email, click here.

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