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 have a client, create a Transaction file for all forms and documents associated with that client.
From the Docs+ Dashboard, click Create a Transaction.
A series of three dialog windows open beginning with the New Transaction Box.
Complete this window using the fields below.
Transaction Type | Click the radio button next to either Sale or Lease |
Side | Indicate if you are working with the Buyer's side or Seller's side in this transaction. Select Both Sides option if you are working with both parties in this transaction. |
Click Next Step. Step 2 of 3 opens:
Complete the fields using the information below:
Transaction Name | This is the name of your folder. You can name it anything you want. For Buyers, you can use the Buyer’s name; for Sellers you can you the property address. |
MLS Number | If you are working with a buyer, enter the FMLS number of the property they are interested in. |
Full Legal Name of all Buyers | Enter buyer(s) name of this is a Buyer Transaction. (skip if you are working with the Seller) |
Full Legal Name of All Sellers | Enter seller(s) name of this is a Seller Transaction. (skip if you are working with the Buyer) |
Listing Agent | Enter name of listing agent or if you entered an MLS # above, the listing agent fills. |
Click Continue. The Add Forms window opens.
Once you have finished adding any desired Forms, Packages, or Checklists, click the Next button in the lower right corner of the window. Your transaction is now created.
If you need help on Adding Forms, go to the next section Adding Forms to your folder.
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