Upload Documents to Transaction


This video will show you how to upload documents into a Transaction.

First, go to Menu > Transactions. To use the filters to find your Transaction File go to the upper right corner and click on the inverted pyramid under your name. Then select the option you need, and RealtyBackOffice will display the Transaction that matches your search. Then click on the Transaction Address to open the file.

Once inside the transaction file, in the middle panel under the Documents tab, go to Add New > Add Transaction Document (s) to upload PDF documents and forms. You can upload files from your desktop, Laptop, or mobile phone. You can also select multiple PDFs and upload them simultaneously.

Once you have selected the documents you want to upload, click Open. The system will show the following message on the bottom left corner “documents submitted” after a moment, a second message will show “document uploaded successfully.” After this, you will see them under the Documents tab.

To open them, hover over the document, click on the three dots and select Open Document. Or you can click on it directly and open it.

Under Documents Tab, you can create Folders to organize your documents inside the Transaction. To add a new folder, go to Add New > Add Transaction Folder > Add a Name and click save.

To add documents to a Folder, hover over the file, go to the three dots, and select Edit Transaction Document. Once the window opens, go to the field Folder and select the folder where you would like to save the document. Click Save to move the document to that specific folder.

If you have any questions, please email us at support@realtybackoffice.com or call us at (305) 517-3836.