Creating Folders in Documents Tab
Planned
It would be awesome if we could create folders within the documents tab. I have a few agents who have a ton of lot listings that will get listed, and then expire, and they relist them. All information is the same except the MLS number and a few of the documents. It makes the most sense to update the expired listing to the new MLS number, listing dates, and then create a folder for the expired listing documents, much like a cancelled contract has a folder created! Is this something the developers could do?
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Official comment
This is planned, keep the upvotes coming and any type of features you think would be helpful with folders.
Comment actions -
Absolutely. I think I made the same exact suggestion a year ago....still waiting. I NEED desperately to be able to add my OWN folders in the document tab. All we have is MAIN DOCUMENTS and TRASH.... not convenient at all when you have multiple offers on one property and cannot separate anything.
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I definitely Agree! Being able to create our own folders would allow us to much more organized. We like to add copies of our marketing flyers, adds, postcards, etc... to our files. They are not trash, but they are also not needed in the bulk of the emails. Other situations are if we have unaccepted offers we want in the file, but also do not always need them front and center in our documents...Having the ability to create our own folders. would allow transaction management people to keep organized
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When is this coming? I have agents asking and it sounds like it has been in thoughts for a year?
This would be a great update!
I have a similar issue as the original post an agent that has a lot of transactions but gets overwhelmed when trying to find specific files ...I've tried getting her to create a new habit of saving the documents using a format that will allow them to be able to be sorted in the meantime but this is a challenge.
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I agree....this should be an easy feature update honestly! And it's so needed in an agents daily work life. My agents complain of not being able to keep their docs organized...some of them create folders on their laptop so they can add layers of folders....that's defeats the purpose of having transaction management in the cloud....when is this feature happening please?
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I want to echo the need to be able to create folders within the documents section. I use DigiSign to send all of my document emails and for electronic signatures. Some are specific to Seller docs, some buyer docs, some test outcomes, etc. The list of documents can be very long. This is especially true with the way DigiSign renames with spacing (I can't identify them as I normally would).
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