Import Listing/Buyer Documents
6 steps
|
13 seconds
Alert! In this example, ***Listing Documents*** are imported. The same process also applies to ***Buyer Documents***.
Navigate to Document File
1
Navigate to the Transaction Document File where you want to import the Listing Documents. Click the ***+Import Documents*** button to begin the import process.
Document Import Process
2
From the dropdown menu, select ***Import Listing Documents***
3
Choose the documents you want to import from the listing file into the transaction file
Only Listing/Buyer documents in **Done** status *can* be imported.
All can be selected or specific ones.
4
Click here if you’d like to preview the document before importing
5
Click "Import" to continue
6
Click “OK” to finish. The workflow is now complete.
Tip! The listing documents have been pulled in and will appear with a **Done** status at the bottom of the page.
