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Q: How do I view and upload a document?

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Presentation on theme: "Q: How do I view and upload a document?"— Presentation transcript:

1 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.

2 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”

3 Uploading a Document…

4 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.

5 Creating the fax cover sheet…
Verify that the cover sheet information is correct

6 Print Fax Cover Sheet…

7 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.

8 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 Document Add Comments Verify Document Security …are all done on the “Document Information” page.


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