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Uploading and Managing Documents

The Documents tab is the central file library for a listing or buyer opportunity. Any document uploaded anywhere within the listing — through a task step, a checklist item, or directly here — will appear in this tab. It gives you and your team one place to find every file associated with a transaction.

Opening the Documents Tab

From any listing or buyer opportunity, click the Documents tab in the navigation row below the header.

[IMAGE: ezgifframe237.png — Documents tab selected, showing Documents heading, filter bar, existing "Offer" document (Jones_Offer_206K.pdf), and + New Document button]

The Documents List

The main area shows all files uploaded to this listing. Each document row displays:

  • Document type — A label indicating the category (e.g., Offer, Appraisal Report, Contract)
  • File name — The name of the uploaded file
  • A download icon (‹) to retrieve the file
  • A trash icon to delete the file

At the top of the list, a "Filter by document type(s)" field lets you search or narrow the list to a specific category.

Uploading a New Document

  1. Click the + New Document button in the upper-right corner of the Documents tab.

[IMAGE: ezgifframe240.png — Upload Document modal showing "Select file type" dropdown and "Click to upload a file" button]

  1. The Upload Document modal opens. Click the Select file type dropdown and choose the appropriate document type. Options include:
    • Offer
    • Listing Document
    • Appraisal Report
    • Comparative Market Analysis
    • Contract Document
    • Distribution Authorization
    • Multimedia
    • Survey
    • Net Calculator
    • Inspection Report
  2. Click Click to upload a file and select the file from your computer.
  3. The file uploads and appears in the document list immediately.

💡 Tip: Choosing the correct document type makes filtering easier later, especially on transactions with many files. Take a moment to categorize accurately when you upload.

⚠️ Note: The Documents tab aggregates files from across the entire listing — including documents uploaded within individual task steps. You don't need to come here just to upload; any document attached anywhere in the listing will show up here automatically.