Brokerage Engine Support

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:



















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