Navigate to your brokerage's login page and login as a System user.


Click "Document Lists" from the Dashboard menu. 

Utilize the search bars on the Document Lists page to review all of the document lists associated with listings and transactions. 

The table below lists all the document lists with pending review documents.

Office
BCV
WB
NWH
HCG
DT
Boerne
New Braunfels
Alamo Heights
Dominion
Stone Oak
Reference Name
Type
agent
listing
other
otherincome-transaction
transaction
Tags
Active
Closed
Draft
Good To Launch
Pending
Rush
Agent
Alex Martinez
Amber Saunders
Amy Agent
Amy Goodsport
Andrew Agent
Becca Sims
Brian Zhang
Cheryl Asher
Dora Panagopoulos
Graziano Dipaolo
Gwendolyn Thompson
Hannah Wesley
Henna Hannon
Jessica Masuda
Jessica Williams
Jill Staeb
John Seller
John Jones
Jon McGinn
Jonathan Zagouris
Jordan Walser
Kellan Stephens
Kelsy Martin
Laura Wallace
Linda Stewart
Lonnie Rasco
Lynn Fambro
Marianna Sgherza
Mario McGee
Matt Thompson
Michael (Agent) Tweedie
Mika Heitz
Mike Ferro
Muriel Dubinski
Paula Pinel
Peggy Rivers
Realtor Agent
Ryan Guillen
Samanta Maisuls
Shauna Walter
Shelley Newman
Test Agent
Test Chad Agent Onboarding
Tommy MCConnell
Tony Stark
Trinity Puckett
Zeph Hyacinth
cici chen
Document Status
[All Status]
in progress
pending review
pending final review
[All Status]
Reset Filters
Office	Reference Name	Agent	Stats	Date Modified	Action
	No Watcher test document		0 IN PROGRESS 3 PENDING REVIEW 0 PENDING FINAL REVIEW 0 DONE	09/13/2022	
	secured document test		0 IN PROGRESS 7 PENDING REVIEW 0 PENDING FINAL REVIEW 0 DONE	10/07/2022	
Alamo Heights	Listing Documents for 1303 Bayshire Lane, Herndon, VA 20170
WEBID: 518bd13e-C204-Ec97-C051-F77fe35c5814
Active	Preet Randhawa	16 IN PROGRESS 3 PENDING REVIEW 0 PENDING FINAL REVIEW 1 DONE	09/09/2022	
BCV	Listing Documents for 15845 Ridgeroe Lane, Houston, TX 77053
WEBID: 0b8a013c-9153-640c-Fd27-55e28de31ab7
Draft	Jonathan Zagouris	16 IN PROGRESS 3 PENDING REVIEW 0 PENDING FINAL REVIEW 0 DONE	05/09/2022	
BCV	Listing Documents for 123 Main street, Houston, TX 77001
WEBID: B45bbe1e-5951-9a76-Df2c-3d21559d0f87
Draft	Jonathan Zagouris,
Hannah Wesley	15 IN PROGRESS 2 PENDING REVIEW 0 PENDING FINAL REVIEW 2 DONE	06/30/2022	
BCV	Listing Documents for 8785 West Bellfort Street, Houston, TX 77071
WEBID: 846

You can use the type field to filter the results based on the type of document list you want to archive. In this example, we'll archive documents in a Listing Document list. 

To narrow down our results we will also filter by Agent. 

Click the "Action" button located under the Action column of the desired document list. This example shows that we have selected one of Amy Agent's Listing Document Lists. 

Scroll to the button of the Document List page and click the "Archive Document List" button. 

The system will prompt you as a control measure.

 Click "OK" to archive all of the incomplete documents. 

When the Listing Document List page refreshed you'll notice the "Archived" tag is applied next to the listing address at the top of the page. 

Listing Documents for 113 Robert Hightower Cove, Jarrell, TX 78931  ARCHIVED

If you want to undo this action scroll to the bottom of the same page and click the "Unarchive Document List" button. 

The system will prompt you again as a control measure.

This scribe demonstrates how to archive documents. 

Archiving Documents