Q: How do I view and upload a document?

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Presentation transcript:

Q: How do I view and upload a document? First, Login to NTREIS Transactions Second, Click on the Property Address of the file you are uploading the document to.

Documents…. Once on the summary page, you will scroll to the Documents section. To view a document, simply click on the underlined title of the document. To Upload a new document, you will need to click on “Upload Document”

Uploading a Document…

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 “Title” for the document. Next, include any “Comments.” “Browse” for the file, and double click to add. Set the “Document Security” by adding the roles that can view this 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. Options to: View Submit a Revision Email Document Add Comments Verify Document Security …are all done on the “Document Information” page.