For the need of this article we will show you how to upload a document from an iPad using a transaction, but the steps are the same for a listing and a client
- Click on Transaction.
2. Next to your transaction, click on the documents.
3. Click on the Add Documents.
4. Click on Browse or drag & drop to add your documents.
5. You can find your file by clicking on browse, select your document.
Important: you can only add pdf documents.
6. Select the type of your document.
7. Review the Security Level of your document, and select the right one.
8. Click on Upload Documents
9. You can now close the page.
Completed!