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Transaction Folders

All you need to know about managing your transactions.

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  • About Transaction Folders
  • Checklists
  • How to Create Folders and Sub-Folders
  • How to Export Documents Into PDFs
  • Uploading to Transaction Folders via Email
  • "MLS Visibility": Linking Docs to Matrix
  • Searching for Documents
  • Transaction Folder Basic Actions: Rename, Copy, Move, Delete, Download, Sign & Send


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