In this section, you’ll explore the full range of document and paperwork tools available to you. Easily upload your own documents or create new ones using our auto-fill functionality, designed to save you time and eliminate repetitive data entry. No more manually filling out paperwork!
Paperless Office- Merging Documents Overview/ How-To You can have information from your property file automatically merged onto your paperwork/contracts to save you time from filling this information ...
Merging info onto your document 1. Enter the File you would like to Merge the documents for. 2. Go into the 'Paperless Office' within the property file. 3. Click on Merge Forms 4. Next select a Lib...
Documents Overview/Upload Documents You can upload documents within specific Contact and/or Property files as well as a General Documents section. Once a document is uploaded into your account, you ...
Once your document has been uploaded, you have the ability edit the name of the document, delete the document, email, and fax the document. To Edit the name of a Document: 1. Click on the edit icon...
Paperless Office- Package Generator The Package Generator is a feature to help you take the multiple documents for a deal and combine them into 1 large document to easily manage and ensuring no paperw...