TotalBrokerage allows you to share previews of Documents in Editing Status with external parties, such as clients or vendors.
This feature provides a viewing link that recipients can use to view and download the document preview.
Note that this is different from the Share Documents feature, which is used for Documents in Signed Status.
STEPS TO SEND A DOCUMENT PREVIEW
1. Access the Document Preview Feature
- Navigate to the Documents tab within a transaction.
- Click “Actions” in the top-right corner.
- Select “Send Document Preview.”
2. Select Documents to Share
- Choose the documents you want to share.
- Reorganize the document order by dragging the 4-way arrow on the right.
3. Choose Recipients
- Select the contact or vendor to share the documents with.
- To add more recipients, click the “Add” button and select additional contacts.
4. Send the Document Preview
- Once all documents and recipients are selected, click “Send Email.”
- Each recipient will receive an email with a viewing link, allowing them to view and download the document preview.
