The new Copy function streamlines document handling, allowing you to transfer documents between folders without the hassle of re-uploading. Whether you're dealing with a multi-unit property where the same documents are needed for each unit or duplicate listings were created, this feature was built to make document transfers quick and efficient
How It Works
1. Accessing the Copy Feature
This option is located in the Documents section of each file (listing, client, or transaction). When you click on Copy Document, a window will open.
Agents, Team Assistants, and administrators have the option to copy documents. This ensures files remain accessible in their original location.
2. Selecting Document Destination
- The source folder will display the name of the file
- The Action section will be set to Copy
When using the feature, you can select where documents should go, based on the following criteria:
- Target Folder Type: Choose between Listing, Client, or Transaction folders.
- Target Folder: Search for destination folders using various identifiers such as MLS number, contract number, property address, client names, or folder creation date.
- Document Selection: Select which document(s) you want to copy. You can also select or unselect all documents if necessary.
- Select Excute to complete copy documents function.
