Editing/Managing a Document

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Documents>

1. To View/Edit a Document:

Managing Your Documents

Select any Documents of your choice from your Documents list page. On the "Editing Document Settings " page you can edit your Document by:

  • Changing your Documents Access level
  • Changing your Documents Category
  • Changing your Documents Name
  • Changing your Documents summary.
  • Uploading an alternative document

When finished, select "Update Document "

2. To Manage your Documents: You can mark your Document for Deletion by selecting the "Delete" icon. "Delete" Icon display depends on Brokerage settings and user level

3. To Download your Documents: Select the “Download” icon on any Document of your choice to instantly download that file to your device.