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View your Reference Library, search items by name, download what you need, or email docs and links to clients and teammates, all in just a few clicks. Learn how to Use Your Reference Library ...
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Admins Create the Library Admins add documents and links, group them into categories, and keep everything organized and up to date. Each item can be named, categorized, and commented on to provide helpful context. Admins can make changes to it...
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Add a document or link to your company’s Reference Library to give your team fast, organized access to the resources they rely on.
Who Can Do This : Admins.
To add a Reference doc or link:
Go to Re...
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You can email Reference docs directly from a transaction, just like transaction docs, coversheets, or other details. Learn how to Email Docs & Notes from Transactions ...
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Search your company's shared resources for a specific form, disclosure, or other document or link.
Who Can Do This : Anyone .
To find a specific reference item:
Go to Reference
Click [Referenc...
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Download a document from your company's shared Reference Library.
Who Can Do This : Anyone .
To download a reference doc:
Access the Reference Library
Go to Reference by clicking [Reference] ...
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Visit your company's Reference Library to instantly access the resources you rely on every day.
Who Can Do This : Anyone .
To view your company's Reference Library:
Access the Reference Library
Go...
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The Reference Library is your go-to place for your company's frequently used forms, disclosures, training materials, and other essential documents and links. It gives you instant access to the resources you need most. Your Reference Library is al...
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The Reference Library is your company's shared space for the most used documents and links. It gives you quick, reliable access to the information and resources you use every day.
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Created On: 04/23/2025
in I am an Admin. Docs