TotalBrokerage offers a convenient feature for sharing previews of unsigned documents or documents in the editing status with external parties, such as clients or vendors. This feature allows you to send a viewing link to recipients, enabling them to view and download unsigned or draft documents. This is distinct from the Share Documents feature, which is designed for sharing signed and finalized documents.
Follow these steps to share a document preview with people outside TotalBrokerage:
When inside the Documents tab within a transaction, click Actions on the top right and choose Send Document Preview.
Select the documents you want to share. You can reorganize the documents presented to the contacts/vendors by dragging the 4-way arrow on the right.
Select the contact or vendor with whom you want to share the documents. To share the documents with additional recipients, click the Add button and select the desired contacts.
Once you have selected the documents and recipients, click Send Email. An email containing a viewing link will be sent to each recipient, granting them access to view and download the shared document preview.
