Archiving & Unarchiving Documents
12 steps
|
42 seconds
1
Click the "Document Lists" tab from the Dashboard menu.
2
Utilize the search bars on the Document Lists page to review all of the document lists associated with listings and transactions.
3
The type field can be used to filter results based on the type of document list to be archived. In this example, documents in a Listing Document list will be archived.
4
To narrow down our results we will also filter by Agent.
5
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.
6
Scroll to the button of the Document List page and click the "Archive Document List" button.
7
The system will prompt you as a control measure.
8
Click "OK" to archive all of the incomplete documents.
9
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.
10
To undo this action, the "Unarchive Document List" button at the bottom of the page can be clicked.
11
The system will prompt you again as a control measure.
12
Click "OK" to unarchive the documents.
