Uploading documents #
Within a transaction, go to the Documents tab and click Upload Files. Choose the folder where you want the documents stored (Client Uploads or General), add your files, select the document type (buyer, seller or other) and click Savehttps://kb-app.sisu.co/en/articles/11067811-uploading-downloading-emailing-documents#:~:text=Uploading%20A%20Document%20Into%20A,Transaction.
Viewing & downloading documents #
Use the File or Folder view to see your documents. The system creates default folders such as Client Uploads and General for each transaction. Click the eye icon to view a document or click the download icon to download it. You can also move or delete documents as neededhttps://kb-app.sisu.co/en/articles/11067811-uploading-downloading-emailing-documents#:~:text=Uploading%20A%20Document%20Into%20A,Transaction.
Emailing documents #
You can email documents directly from the Documents tab by selecting them and clicking the send icon. Enter recipient details, choose a template, and attach the files. When sharing a form with clients, use the envelope icon to send the form and attach documents in the “Include Files” sectionhttps://kb-app.sisu.co/en/articles/11067811-uploading-downloading-emailing-documents#:~:text=Uploading%20A%20Document%20Into%20A,Transaction.
