You can keep a digital record of all documents relating to a particular property or client by uploading them directly to LockedOn. This allows you to quickly reference and email copies of all relevant documentation all from one place.
What types of files can I upload?
Common documents include contract for sale, listing agreement, appraisal documents, comparative sales reports, pest and building reports and many many more.
The following file types are allowed - pdf, doc, docx, xls, txt, rtf, cvs, jpg, png, gif, tiff and pwt. There is a maximum file size of 9mb, which will allow the documents to be emailed. For larger files we recommend using Dropbox.
How to upload
The process of uploading documents is the same for both property and client files however, the vast majority of documents will be property specific and are best to be uploaded to the relevant property file .
Search/select the appropriate client or property file.
Click on the Information tab.
Select the Documents tab.
Click the Upload Files button and select the relevant file from your desktop.
Once you have uploaded your documents to the relevant client/property file you will be able to download them whenever you need. This is a useful and quick way to look at a document, print a copy or even save a copy to your desktop.
Simply go back to the Information > Documents tab of the relevant client/property file and click the Download button to the right of the document you wish to view.
For more information on how to share uploaded documents please see article " Sharing Uploaded Documents".