Add Document Button
8 steps
|
25 seconds
Add an Optional Document
1
Navigate to the listing you want to add an optional document to and click the Action button
2
Select "Manage Documents" to open the Document List
3
Click "Add Document"
4
Click Select Document and choose the placeholder where you need to upload your file
5
Click "Add"
Tip! - Existed – This means the item is already part of the checklist, or it was previously included and then waived. - New – This means the item has not yet been part of the checklist. Selecting it will add it for the first time.
Alert! While the steps outlined here referenced a *listing document file*, the same process also applies to *agent* and *transaction* document files.
Add an One-Off Document
6
If the placeholder for your document does not exist, type the document name in the field and select \[Click to Add New\] to create it
7
Click "Add"
How Optional and One-Off Documents Show in the File List
8
The documents will appear at the bottom of the file list (as shown below)
