Creating A Transaction By Uploading A Form
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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 ...