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Q: How do I view and upload a document? First, Login to NTREIS Transactions First, Login to NTREIS Transactions.

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Presentation on theme: "Q: How do I view and upload a document? First, Login to NTREIS Transactions First, Login to NTREIS Transactions."— Presentation transcript:

1 Q: How do I view and upload a document? First, Login to NTREIS Transactions First, Login to NTREIS Transactions

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

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

4 Uploading a Document…

5 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.

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

7 Print Fax Cover Sheet…

8 Uploading a Document…  Create a “Title” for the document.  Next, include any “Comments.”  “Browse” for the file, and double click to add.

9 Uploading a Document… Set the “Document Security” by adding the roles that can view this document.

10 Document Information Page… Once you have completed the upload or fax process of a document, you will be taken to the “Document Information” page.

11 Document Information Page… Options to:  View  Submit a Revision  Email Document  Add Comments  Verify Document Security …are all done on the “Document Information” page.

12 For Additional Help: For Technical Support 6:00 AM -6:00 PM 800-250-8330 Email: transactionhelp@ntreis.net NTREIS Transactions: 214-800-8443 For questions regarding your transaction, please contact your Realtor.


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