Page 71 - Full Agent Handbook (PRINT)

How To Split Documents – Uploading

This can be done when multiple documents are in 1 PDF– no need to print out documents
and rescan separately.

1. Save your PDF to your computer

2. Go to your property file and select the Documents tab

3. Go to upload document– select document

4. Once document is uploaded– select Start Upload

5. Document will appear below

6. Select Split– a new page will appear

7. When splitting make sure your document name matches the left side document column

A. Look at your checklist– your document name needs to match an item on the

checklist — if it does not, it will not load.

8. Use the arrows on the left to scroll through document– use page numbers on right to
match.

9. When complete— click Split and Assign.

10. Your documents will automatically show up as Pending if done correctly