Brokerage Engine Support

Adding Transaction Documents as an Agent


Overview:

In this article, we'll be adding transaction documents as an agent. For your convenience, three resource types are available: 


Quick Reference: 



Click here to download the Quick Reference section as a printable PDF. 


Guided Demonstration: 


Click here or the image below to view a guided demonstration regarding Adding Transaction Documents as an Agent (opens in new tab). 



Video Example: 

For a complete video walkthrough on Adding Transaction Documents as an Agent, watch the video below. 



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