Organizing your Master Documents by Category
In RealtiWeb, there are three ways of managing and viewing your documents:
- By Category
- By Package
- Alphabetically
Organizing Your Documents By Category
You are able to control what documents go into which category by editing their attributes in the master document. To access the list of Master documents, navigate to Tools (on the top navigation panel) and select Documents. Search the list to find and select the document you would like to categorize.
The
Document Setup screen will open for the selected document. Click on the
Edit Attributes button to the right of the
Document Name field. A pop-up will open where you can categorize the document by selecting an option on the
Document Category drop-down.
You can also select which file types (i.e., Purchase, Mortgage, Sale) are applicable for the particular document by selecting the relevant file type(s) in the
Apply To: dropdown.
When customizing Master Documents, if you change the document attributes, the document will now be considered a new document and will automatically be taken out of the current package. Please remember to re-add the document back into the appropriate package to resume use of the document from within that package.
To sort your articles by category, open a RealtiWeb file and navigate to the
Docs screen. Under the
Merge Documents section, you can
Group documents by: Category by clicking on the appropriate radio button.
Organizing Your Documents By Alphabetically
When viewing documents alphabetically, all documents are included in the list (LDD documents, customized documents, and additional documents created by your office).
Organizing Your Documents By Package
RealtiWeb enables you to create your own document packages. This feature is useful for generating more than one document at a time, for printing and emailing to the recipient.
Please review the main article on Pacakges for more information.
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Billing, Accounting Integrations, Admin Functions & Reports
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