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 automatically show in that Docs+ Transaction folder.
An agent can send an email to a client and cc this unique email – when the client 'replies all’ so that the unique email is included in the reply, the attachments in that email will automatically appear in the transaction folder!
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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 ...
Creating A Transaction By Uploading A Form
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Working with Folders
You can do various options with your Folders – rename, copy, move position, download, to name a few. Highlight the folder you want to modify. In the upper right-hand corner of the My Transactions screen, you will see the folder action buttons are: ...
Uploading a non-PDF File
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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 ...