Dashboard Navigation
Dashboard Navigation Panel
The dashboard allows you to create a new transaction, upload a pdf and it shows recently edited or worked on documents. There are several navigation options on the left-hand side. They are as follows...
|
|
Dashboard |
The landing page for transaction management. From the Dashboard, you can create a form, upload a file, use a pre-built collection of forms in the Document Package, use the Setup Wizard as well as access Recently Edited forms. |
|
Transactions |
Transactions act as a filing cabinet for all your transactions including transactions shared with you. |
|
|
Package Library |
Accesses the broker packages set up for you or Agent Packages you have created. Packages allow you to define the types of transactions you tend to complete and allows you to build a package of the commonly used together forms depending on the type of transaction. |
|
|
Form Library |
Access and download blank pdf copies of RE forms and GAR forms. |
|
|
Clause Library |
Access the common clauses or stipulations. You may create and save your own clauses under this link. Standard Clauses are all organized in ‘Read Only’ folders in your digital filing cabinet. Custom Clauses can be created here and saved for inclusion in your documents. |
|
|
Checklist Library |
Allows you to create and save a transaction checklist; such as “my Listing ToDo’s” |
|
|
My Submissions |
Consolidates all documentation for transactions that have been submitted to your brokerage office for review. |
|
|
Settings |
Setup your email, electronic signature, account notifications preferences. |
|
|
Pro |
The Pro link will launch the Farming system. |
|
|
Guided Tour |
Gives you an on-demand, guided tour of the functions and capabilities of the Remine Docs+ platform. |
|
|
Support |
The Support menu includes a link to this Support Center and the Training Videos Center. |
|
|
Collapse Menu |
Minimizes the left bar to give you a larger workspace. |
Related Articles
Receiving and Countering An Offer
Receiving an offer is as simple as Uploading a PDF. To do so, return to the Remine Docs+ Dashboard and select Upload a File. Select the file name from the pop-up and select Open. Once opened, read the pop up to confirm that you have opened the ...Working With Packages And Customizing Forms
Document Packages are here to help save you time. They're a combination of commonly-used documents, forms, and clauses, and can be customized and copied time and time again. Think of them as transaction kits: templates containing the same forms that ...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 ...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. From the Docs+ Dashboard, click Upload a File. Navigate to and select your file from your computer. The File Upload dialog ...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 ...