You can easily search for any file that you’ve uploaded to TotalBrokerage. Start by going to “Marketing” and “File Browser” from your dashboard.
To do a basic search, just type the name of the file you are searching for in the “Enter text” field at the top and clicking “Search”.
To do an advanced search, click the “Advanced” tab next to the “Search” tab.
Enter the name of the file your searching for, or select the office or account that the file belongs to. Please note that in the name field, you can choose to have the name equal, not equal, start with, finish with, contain, or not contain whatever you type in the search box. Click “Search” when you’re done.
Your results will appear at the bottom. You can download or delete your desired file from here.
