Editing/Managing a Document
1. To View/Edit a Document:
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.