TotalBrokerage allows Managers and Human Resources Managers to add files to accounts. The following steps shows how to upload files accounts in bulk.
Begin by going to Setup then click on Accounts.
Then click the upper right Actions button.
From Actions, select Upload Files.
You will see a Disclaimer. Check the box to move forward.
You will select or drag and drop the selected files here. When this step has been completed, click on the green Next button.
This file name will allow you to specify a common label to assign to all the files after upload. If you do not specify anything here it will use the file's name.
We will try to automatically match the selected files against your managed accounts by comparing the filename to agent's first and last name, email address, and phone number. If the filename matches any accounts, they will be pre-selected for the file.
Assign files to the Accounts and remove any accounts that were incorrectly matched.
When the selected Accounts have been selected, click Confirm to save these changes.
From there, the Files will be uploaded to the specified Accounts.
