There are four types of documents in the system.
**Note: When viewing the Documents tab, you will see three toggle-filters at the top in blue that you can click on or off for easy sorting.
System Documents:
These are the DORA documents used across the industry, and updated in our system each year as new ones are published. Documents designated as system documents have been uploaded by GIC and cannot be deleted.
Workspace Documents
These are documents created and shared by your Brokerage or team leader, and can include specific templates utilized by your team or compliance documents required by your broker owner.
Custom Documents ('My Documents')
Any document you upload directly to the Documents tab will show here. The best way to utilize this feature is to upload custom documents outside of the core contracts that you use frequently, such as a New Client Welcome Letter or other client related communications that you wish to standardize. When you upload a document, you have the ability to add and customize any fields you want within it. You can also delete documents of yours.
More detail on Custom Documents here.
Frascona/Damian Cox Documents:
You or your brokerage must have purchased a package for these documents and verified this purchase with GIC via email. If they have done that, these documents will be unlocked and available to you. If you have questions, please reach out to our team: help@getincontract.com
Sharing Blank Documents
All documents in the system are sharable. When you're viewing a document from the Documents tab, you can simply copy the URL of the document you'd like to share.
If it is a System document then as long as the recipient has a GIC account they will be able to access it.
If it is a Workspace document, the recipient must have both a GIC account and be affiliated with the same brokerage in order to view it.
If you want to share one of your documents (My Docs), click into the document within the Docs tab and utilize the Sharing button at the top of the page to provide others with access.
Adding Documents to a Transaction
**Note: your Documents tab is for viewing and managing the docs associated with your user account, it's not possible to add docs to a transaction from this tab.
Quick Start
When you create a new transaction, you will be guided through a step called Document Quick Start where you will have the option to select multiple documents at once to include in the transaction.
If you skip this step you can always come back to it within the Transaction by clicking Add Document then Launch Quick Start.
Manual Add
Within a Transaction, click Add Document above the documents table to search and add documents one at a time OR upload your own PDFs.
Note: Adding PDFs to a transaction is different than uploading documents within the Documents tab. When you upload a PDF to a transaction, it stays within that transaction only and will not be reusable in the future. When you upload and format a PDF via Documents, it becomes one of your 'My Docs' and can be used for future transactions.
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