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 [img src="https://resoftwaresupport.kayako.com/base/media/url/YF9ipO8kChueYKv8...
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 ico...
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 e...
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 paper...