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Setting up Sub Folders can be done under our Miscellaneous Docs Management folder found on the Main Dashboard.
This folder is used to upload documents that are not yet associated with a specific transaction.
To create and organize folders for specific clients
Click on the orange link to Organize Misc. Documents by Folders or Client Name
NOTE: These folders do not display on the screen. You will click the drop-down to locate the folders you create.
Folder Features:
- Any PDF document you upload into this file folder can have signature fields added for electronic signature. Click on the
White Paper with Globe icon under the eSignature column.
- You can add notes of any length to any of these uploaded documents by clicking on the
white paper with yellow pencil icon.
- You can MOVE any documents(s) into the correct Docs Management Folder after you have created a Detailed Transaction Folder for your client. While in Miscellaneous Docs Management, locate the document you want to move to a Detailed Transaction. Click on the green Move link. A pop-up window will appear. Highlight the Detailed Transaction where you wish to move the document.
NOTE: Once a Miscellaneous Document has been moved to a Detailed Transaction it cannot be moved again.
- To Email documents from Miscellaneous Docs Management, you must put a
check in the box under the email column before you click the Prepare to Email Documents button.
NOTE: If you miss identifying the document or documents your email client will not populate with any document to email.
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