Working within a Transaction

General
The General tab in TotalBrokerage serves as the central hub for managing the foundational aspects of a transaction. It is the first tab you encounter upon ...
Fri, Dec 8, 2023 at 1:36 PM
Documents: Editing a Document
You can use TotalBrokerage to edit and send documents in letter-size or legal-size format for e-signature. This article demonstrates how to edit a ...
Thu, Sep 14, 2023 at 9:16 AM
Documents: Split Docs, Deleting, Sorting, and Rotating Pages
Page Tools  You can delete, sort, and rotate the pages of a document in your transaction.  You will use Page Tools when you need to split a document in...
Thu, Feb 22, 2024 at 4:10 PM
Documents: Organizing Documents Order and Putting into Folders
You can organize your documents and put them into folders in TotalBrokerage.   You can drag documents to a folder using the 4-way arrow icon. To m...
Fri, Dec 23, 2022 at 1:35 PM
Documents: Archiving and Marking
You can archive a document or mark a document signed in TotalBrokerage.   Marking a document will change the Status of a form from either Editing, Parti...
Sat, Apr 6, 2019 at 8:28 AM
Documents: Uploading
To upload a document to your account, click the “Actions” menu at the top-right corner of the page, then click “Upload PDF”. Read the disclai...
Sat, Apr 6, 2019 at 8:27 AM
Documents: Adding a Form to a Transaction
To add documents to a transaction, click the “Actions” menu at the top-right corner of the page, within the transaction, then click “+Add Form”. ...
Sat, Apr 6, 2019 at 8:27 AM
Documents: Merging
This feature allows you to merge forms that are in the Editing status.  To do this, click “Actions” then “Merge PDFs” at the top-right corner of the “Docume...
Sat, Apr 6, 2019 at 8:27 AM
Documents: Downloading Multiple Documents
You can choose to combine documents and download them in bulks. In the actions menu of the transaction at the top right click the option to Download Documen...
Mon, Aug 3, 2020 at 5:24 PM
Documents: Sharing
You can share your transaction documents from your account with people outside of TotalBrokerage.  Please note that you can only share documents with a stat...
Thu, Sep 29, 2022 at 2:45 PM