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Archiving Documents
Brokerage Engine |
0 step |
42 seconds
Navigate to your brokerage's login page and login as a System user.
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Click "Document Lists" from the Dashboard menu.
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Utilize the search bars on the Document Lists page to review all of the document lists associated with listings and transactions.
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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.
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To narrow down our results we will also filter by Agent.
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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.
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Scroll to the button of the Document List page and click the "Archive Document List" button.
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The system will prompt you as a control measure.
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Click "OK" to archive all of the incomplete documents.
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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.
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If you want to undo this action scroll to the bottom of the same page and click the "Unarchive Document List" button.
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The system will prompt you again as a control measure.
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Click "OK" to unarchive the documents.
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