Haven't found what you're looking for?

[Agent] Viewing a document in Sharefile

Keep up to date with resources or informational documents that your Broker Owner  has uploaded for you to access hrough the document storage section. To access the Document storage section:

  1. Click Documents and then Your Brokerage Name Documents.

    1.png

  2. You can apply filters on the left hand side, depending on what kind of document you are looking for.
  3. Search the documents by typing the name in this search toolbar and click on the magnifying glass to begin the search.

    2.png

  4. Document results will show up in the middle of the page. Click on more details to download the document.
  5. Click the Share button to share the document with another agent within your Brokerage.

    3.png
Powered by Zendesk