Adding Property Documents Manually
This allows you to apply your document template, add a document folder, search files, add placeholder files, upload documents, import and export files from Google Drive, Dotloop, SkySlope and manage your documents, etc.
Step 1:
Inside the transaction, go to the Documents tab.
Step 2:
Click Add Folder then enter the folder name and click the Add button.
Step 3:
After adding a folder, you will find the folder options and functionalities.
Six dots button - to rearrange according to your preferred order by hovering your mouse and dragging the six dots icon on the left side of the button file.
Color coding option - to add a color-coding to your document.
Collapse Files - collapsing or expanding all file folders.
Select All Files - selecting files will give you an option to upload to Google Drive, Assign a Color, Move to another folder or file, or Delete.
Un-select All Files
Delete (the folder)
+File - this is for adding a placeholder file. Each placeholder file can be placed into a folder, further helping you organize your transactions precisely how you want.
Document Note - to add a note and set as HIGH, MED, LOW. You can also pin, exclude or delete the note.
EX - to exclude the folder from the Agent and Client Portal.
Folder Name - the folder name can be updated. Simply double click the file name then enter the new folder name, and hit ENTER on your keyboard.
Upload button - to upload a document from your computer.
Step 4:
You have the option to either add a Placeholder File Name or Upload a document.
Add a Placeholder File Name and click Add.  |
Once you add the placeholder file name, you will see the placeholder file options and functionalities.
Show | Hide Options - you have the option to hide the document note, save and upload button.
Download - to download the document.
Delete - to delete the document.
Six dots button - to sort your file order.
Color Label - to apply color in document.
Small box button
Google Drive - to import a document from the placeholder file to your Google Drive.
Move File (s) - to move a file from the current folder to another chosen folder.
Delete - to permanently delete a file.
X - to exit from the options menu.
FE button - if the contract is fully executed, the button can be toggled on or off.
Clip button - to open and manage the document.
Document Note - you can now apply notes to both the placeholder and the files inside of the placeholder. You will also know the number of notes saved per folder or placeholder file.
File Buttons - it allows you to mark your file if there’s a Missing document (M), Broker Signed (BS), exclude the document, etc. You can also add a file button in the Document Templates by clicking the Manage File buttons.
Note bar - it allows you to add inline notes to each placeholder file. If you need to append text you can also update the inline note without having to open the sidebar. Make sure to save your note by clicking the Save/ Save As New button.
File Role drop-down - it allows you to apply a file role inline on each file. Once you apply a file role to a file you will now see a red flame next to the file name.
Upload/ Replace - same as the Upload button, you can replace a file from your computer by clicking this button.
Applying a Document Template
From the Documents tab, click the Apply Template button.
Choose one of the available Document Templates and click Apply.
You will be asked if “you want to apply this document template?” and click Yes if you are.
You can now start uploading your documents to your placeholder file or simply upload documents.