Creating A Transaction By Uploading A Form

Creating A Transaction By Uploading A Form

You can create a new Transaction folder by simply uploading a file to Remine Docs and you can create the folder at that time.

  1. From the Docs+ Dashboard, click Upload a File.


  2. Navigate to and select your file from your computer. The File Upload dialog box opens indicating the file being uploaded.


  3. Click Continue. The Select Destination Window opens.

  1. Click Create New Folder An input field opens to name the new transaction folder.

  2. Type in your desired name for the transaction folder, then click Done. The My Transactions window opens with the new form in the folder.


    • Related Articles

    • Uploading To Transaction Folders Via Email

      Every Transaction folder has a unique email associated to it, visible within the Transaction folder itself: This email address allows agents (or anyone, for that matter) to send documents (floorplan, survey, etc.) via email attachments that will ...
    • Completing a Form

      Once you have your desired forms loaded into a transaction folder, you are able to fill them right within Docs+. Select the first form you want to complete. You will notice when it opens that some information is pre-filled for you. Hovering over a ...
    • Printing a blank form

      If you need to print a copy of a blank form, you may do so using the Form Library. 1. Click on Form Library in the Navigation Pane on the left hand side. 2. Select the type of form you want by selecting a form source. All forms from your selected ...
    • Using Transaction Folders

      The idea behind Transaction folders is very straightforward: think of it as a document folder like on your Mac or PC, or, even a filing cabinet. It's where you store and organize all documents associated with your clients and transactions. If you ...
    • Uploading a non-PDF File

      Some file types, like standard PDFs, will upload and immediately be able to be displayed and editable. Others, like .doc, .xls or .png can't be displayed ("previewed") and edited right away: they need to be made into PDFs first. Once you've uploaded ...