Uploading Documents in Mandate Panel

This document covers different steps that you can perform to add or update the latest document in your mandate setting.

1. Adding new document from existing file

You can follow these steps when you are adding new documents mandate. This document can be the Brochure, project details document, costing and payment document, floor plans, latest offers etc. 

These documents are frequently shared with the clients so one needs make sure all the documents are added in the mandate.

Steps:

• Search for the mandate on which you want to add any document and click on edit to go to its setting page.

• Scroll down to “Document” section and click on “Upload Document”

• Select the relevant “Document category” and add the “Document Name”. After entering the details click “upload” to select the document file.

• “Save changes to the mandate” by clicking the button at the right bottom of the screen. The latest document added will now be available to all agents for sharing with the client in just a click.

Note: Make sure to review the document before saving the changes by clicking the ‘View’ button

Documents are reflected in the Sales app as soon as you make the changes and the option to share the document with the client.

2. Add document URL

This allows one to upload the URL of any document that you share with the client. Follow these simple steps to upload the same-

• Select “Add Document URL” option in the document section.

• Select “Document Category”, enter the “Document Name” and “Link URL” of the document you want to upload. After entering these mandatory details, you will see an option to “Test” the url.
  
          

• After the details have been validate “Save changes to the mandate” by clicking the button at the right bottom of the screen. The latest document added will now be available to all agents for sharing with the client in just a click.

3. Editing the existing document

You can perform 3 types of changes on existing document:

• Change the document name
• Change the document category
• Change the Link URL

To perform any of these actions just edit the required information and “Save changes to the Mandate” by clicking on the button at the bottom right of the screen.

4. Deleting the Document

You also have the option to delete the document in case you have a new document which you would like to share with the client going further.

Select the ‘delete’ button of 1 or more documents that you would no longer want your team to share with the client. And save the changes by clicking on the “save changes to the mandate” button at bottom right corner of the screen.