How to Upload Files



Uploading from the Dashboard: 

  • Agents can upload files up to 20 MB each. 


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

Uploading from within a Transaction Folder: 


  • Navigate to the Transactions section and open the folder that you'd like to upload into. 
  • Click Upload near the top of the page. 
  • 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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