Paperwork on a listing
Everything the deal has on file, in three tabs: Required, Signed or accepted contract, and All files. The Required tab shows a red count of what is still missing.
Where to find it
Listings, open a listing, Paperwork card
How to use it
- 1Open the listing and find Paperwork.
- 2On Required, tick an item off by hand with Mark done, or use Attach to link the file that covers it.
- 3Press Edit list to rename, remove or add an item, then Done editing.
- 4All files holds the documents, the Assigned documents list and any signature requests.
What your client sees
Only the files and resources you leave visible with the card's switch.
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