Get to know the Docs+ Dashboard


The features outlined here are currently available to MLS' that are partnered with our Docs+ platform.

The Dashboard is essentially your 'home base' - it's where you start when you first log into your Docs+ account.


1. Create a Transaction:

Click here to create a new Transaction folder by picking forms from the form library or using a package. You can also associate a checklist with a new Transaction. Every time you generate or receive an offer, you'll likely want to create a new Transaction folder.

2. Upload a File:

This is an easy place to start uploading a file from your device into your Docs+ account. Learn more about uploading files here.

3. Recently Edited:

This is a 'feed' of the most recently 'touched' or edited documents in your account. Click on any of these documents to view them within their respective Transaction folders.

0 out of 0 found this helpful



Article is closed for comments.