The features outlined here are currently available to FMLS members only.
The idea behind Transaction folders is very straightforward: Think of it as a document 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 and transactions. If you have a client, create a Transaction file for all forms and documents associated with them.
Get to know the Transactions section:
Your Transactions folders can be easily accessed in Remine Docs by clicking the aptly-named Transactions option 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 Transaction File:
There are a few ways of creating a new Transaction file:
- ClickTransactions in the left side menu, and then New Client.
- On the dashboard, click any one of the three main blocks: 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 document Packages to help in putting your client's forms together. In addition to selecting one/several document Package(s) for your Transaction file, you can include other individual forms, or even upload a PDF from your desktop.
Now that you've created this Transaction file, you 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):
That's it! You know the basics of how to create and modify a Transaction file! Click here to move forward to part 5, where we'll touch on the basics of uploading documents.