You can share your transaction documents from your account with people outside of TotalBrokerage. Please note that you can only share documents with a status of Signed.
When inside the Documents tab, click on Actions, then select Share Documents.
Select the document(s) you want to share. You can reorganize the documents presented to the contacts/vendors by dragging the 4-way arrow on the right.
If you notice any missing documents, click the Document missing? button to see why those documents aren't included. Select the Show Archived Documents checkbox to view a list of archived documents.
Select the contact or vendor you want to share the document with. If this contact or vendor is not a part of this transaction's people tab, please uncheck the box to only include people on this transaction. Then select which email from the contact or vendor you want to send the share to. You can choose that the share sent to the recipient is only active for a certain period of time. You can also add comments you want to send with the share as well.
You can add additional people to share with by clicking the add button.
After selecting the documents, click “Send Email” when you are done. An email will be sent to each person with a link to a share page allowing them to download the documents.
