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Attach documents to emails

Mel M. -

1. Access Email Contacts.

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2. Click on ATTACH DOCUMENTS.

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3. You can send documents either you own or shared with you from another agent account which is a child of a broker account. You can search documents by file type/document type, filename or record type.

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4. It creates tags for every selected document which can be seen under Selected Documents. The tags are color coded by the type of record they are attached to (listing, contact, showing,..).

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5. Hovering over the document tag reveals quick details about the document.

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6. You can remove attachments from the document tags.

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7. You can see the email history under the contact’s Email History Tab.

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