Transaction Files & Folders

The documents tab allows you to easily manage your files and folders that are specific to the transaction. A document can be easily added to the transaction by clicking the “add file” button to reveal the upload dropzone. 

You can also assign visibility permissions to individual transaction members. This allows you to share certain documents with some members and not others. You can also allow client visibility which will make that documents visible to all members in the transaction. 

To remove a file from a transaction, you can archive the individual document or select multiple documents to archive at the same time.