This section will discuss the documents/paperwork options you have. You can upload documents and also create documents with an auto-filling functionality designed to save you time so you will no longer have to manually enter details into you Paperwork again!!!
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. Go into the Paperless Office within a property file. 2. Click on Merge Forms 3. Next select a Library. Then click ‘Next Custom Library- These are the doc...
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...
Documents Overview/Upload Documents You can upload documents in specific contact and property files as well as a general documents section. Once a document is uploaded into your account, you can edi...
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...