Download a document on a transaction...
Who Can Do This: Agents can view docs on transactions they’re added to, but only in the Document Permission Categories they have access to. Admins can view all documents on all transactions.
To view documents added to a transaction:
- Go to the Transaction
- Open the transaction where you need to take action.
- Choose the Doc to Download
- Find the doc you want to download.
- Click the gear next to it and select [Download]. The doc will be downloaded to your computer.
Download a document on a transaction...
Who Can Do This: Agents can view docs on transactions they’re added to, but only in the Document Permission Categories they have access to. Admins can view all documents on all transactions.
To view documents added to a transaction:
- When you're sending an email...
- Choose the Doc(s) to Send
- (Optional) Attach Docs as Zip File Link
- Continue Sending...