q: how do i view and upload a document? first, login to ntreis transactions first, login to ntreis...
TRANSCRIPT
Q: How do I view and upload a document?
First, Login to NTREIS TransactionsFirst, Login to NTREIS Transactions
Q: How do I view and upload a document?
Second, Click on the Property Address of the file Second, Click on the Property Address of the file you are uploading the document to.you are uploading the document to.
Documents….Documents….• Once on the summary page, Once on the summary page,
you will scroll to the you will scroll to the Documents section. Documents section.
• To view a document, simply To view a document, simply click on the underlined title click on the underlined title of the document. of the document.
• To Upload a new document, To Upload a new document, you will need to click on you will need to click on “Upload Document”“Upload Document”
Uploading a Document…
Creating the fax cover sheet…Creating the fax cover sheet… First, create a “Title”
for the document.
Next, include any “Comments.”
Set the “Document Security” by adding the roles that can view this document.
Creating the fax cover sheet…
Verify that the cover sheet information is correct
Print Fax Cover Sheet…
Uploading a Document…
Create a Create a “Title”“Title” for the for the document.document.
Next, include any Next, include any “Comments.”“Comments.”
““Browse”Browse” for the for the file, and double file, and double click to add.click to add.
Uploading a Document…
Set the Set the “Document “Document Security”Security” by adding the roles by adding the roles that can view this that can view this document.document.
Document Information Page…
• Once you have completed the upload or fax process of a document, you will be taken to the “Document Information” page.
Document Information Page…
Options to:
View
Submit a Revision
Email Document
Add Comments
Verify Document Security
…are all done on the “Document Information” page.
For Additional Help:
For Technical Support 6:00 AM -6:00 PM 800-250-8330
Email: [email protected]
NTREIS Transactions: 214-800-8443
For questions For questions regarding your regarding your transaction, please transaction, please contact your contact your Realtor.Realtor.