Managing documents in the document vault

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 for details on downloading, editing or deleting a document: