Folders
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 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 ...
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 ...
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 ...
Loading Documents to a Listing
Every document in a Transaction file can be linked with an MLS listing. This can be particularly useful if, for example, you need to make a property survey/floorplan or any other listing-related documentation available to other agents. From your ...
Adding Forms to your Folder
The Add Forms window contains the GAR Forms and the RE Forms that are already loaded in the system. Note: You may have to enter their NRDS ID or FPID again in this system to verify that you have access to GAR Forms. Selecting Forms Select the Filing ...
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 ...