At the start of the transaction, you have the choice to apply an attachment template or upload attachments (files or web links) as you go along. In this article, it will break down the different options and capabilities you have within this tab.

TABLE OF CONTENTS

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Applying A Template

  1. From within the Transaction Detail Page, click on the Attachment Tab

  2. Click on Use Template

  3. Select the Attachment Template(s) to apply to the transaction

  4. Choose to click on Apply

Uploading Attachments


Single Attachment


  1. Click the Placeholder Name to open the edit screen for both weblinks & files. Additionally, if you want to bypass the edit screen for files, you can select the quick upload button.



  2. Within the edit screen, you can upload the file or paste the web link URL, enable signature tracking for files, enter the title, select a folder location, create custom merge field code, and manage the portal visibility.




Multiple File Attachments


  1. Click the + button & then the Multiple Files selection.



  2. Upload Multiple Files.


  3. Rename & assign the files to placeholders/folders.

Managing Attachments


Organize/Split

Access the feature using the More Actions Menu (... icon) beside the combined file entry.

  • Organize: drag and drop to resort the order of the pages.

  • Split: add splits by clicking between the pages. You can rename each split & assign all splits to a single folder or use the Assign Per Split button to allow each split to be assigned separately.


Pro Tip: If you want to eliminate the original combined file, be sure to check the Delete Original PDF File box in the bottom right corner.



Reassign

  • Move To Placeholder: File Dropdown Menu → Select Available Placeholder



  • Move To Folder: Select attachment(s) → Actions → Move To Folder



Send

  • From Attachment Tab:

Multiple: Select Attachment(s) → Actions → Email Files or Zip Files 

Single: File Dropdown Menu → Send File




  • From Email Screen: Uploaded Files → Transaction Files or Team Files




Combine PDFs

  1. Select Attachment(s) → Actions → Combine PDFs



  2. Name Combined File → Select Folder → Sort Pages



Download

  • Multiple Downloads: Select attachment(s) → Actions → Zip Files → Download or Email

  • Individual Download: File Dropdown Menu → Download



Signature Tracking

You have the option to turn on this feature for each attachment placeholder entry. You will select the roles that need to sign this document. You will be able to actively track what signatures are still needed with color indications:

  • Red Role Initials = Signature Needed
  • Black Role Initials = Signed
  • Grey Role Inititals = No Signature Needed




Other Actions

On the right-hand side of the screen, you have a few icons to have fast access to. With these icons, you can omit a placeholder if it doesn't apply to the transaction, leave a comment, or turn on/off visibility within the agent and buyer/seller portals.