Add Document Button | Scribe

    Add Document Button

    • 12 steps |
    • 33 seconds

      Add a New or Existing Document

      1
      Navigate to Brokerage Engine.
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      NOTE: In the example below, a document is added to Listing Documents. This same process can be applied for Agent & Transaction Documents, too.
      2
      Click "Listings."
      3
      Click "Residential Sales."
      4
      Click the "Search Listing Address" field/locate the corresponding address.
      5
      Click here.
      6
      Click "Manage Documents."
      7
      Click "Add Document."
      8
      Click "Select Document" & select the document placeholder that you need to upload a document to.
      9
      Click "Add."
      10
      If there isn't a document placeholder for one of the documents you need to upload, type in the document name you need to add and click "\[Click to Add New\]."
      11
      Click "Add."
      12
      Your document will be added to the bottom of the file, as seen below.

      TIP

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      Tip! If you see "New" when selecting your document placeholder, this means it is not or has not been in your list yet. These are documents that are configured as optional and conditional. If you see "Existed" when selecting your document placeholder, this means this placeholder is already in your list or was already and waived.