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Managing Documents in the Document Vault

Jim T. -

This help article details the process to manage your documents in our document vault.

Notes:

  • A CRM Pro subscription is required for this feature.
  • The document vault feature is available on the Contact and Listing record types

Navigation to the Document Vault

  • Contact Records: Navigate to My Contacts>find contact>Click Magnifying Glass>Documents tab
  • Listing Records: Navigate to My Listings>find listing>Click Magnifying Glass>Documents tab

To Upload Documents

See screenshot below for details on uploading documents:

 

To Download, Edit or Delete a Document

See the screenshot below details on downloading, editing or deleting a document:

 

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