when an agent meets with buyers to get the initial paperwork signed/shared etc. This hopefully will lead to a transaction but may not have property details for a while. If we could readily MERGE files rather than download and upload from one to the other this would be a HUGE help. Also the ability for ALL signed documents to carry over into SS Transaction and be available to assign to checklist would cut yet another download.
Created By Jason Yeager
Requesterwhen an agent meets with buyers to get the initial paperwork signed/shared etc. This hopefully will lead to a transaction but may not have property details for a while. If we could readily MERGE files rather than download and upload from one to the other this would be a HUGE help. Also the ability for ALL signed documents to carry over into SS Transaction and be available to assign to checklist would cut yet another download.
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