The features outlined here are currently available to FMLS members only.
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.