How to Create Document File Sections

Overview:

In this article, we'll cover how to setup Sections within your document Files. This will allow you to better organize your document file.

Permission Level:  Admin + Configuration

• Sections are available for Listing, Transaction, and Agent document Files
• Abiliy to set which document checklist items should auto trigger within a section
• No limit on number of sections
• User within a file will still have ability to move files to different sections

Quick Reference:

Link to Full Step-by-Step Guide

What it will look like: