BoldTrail Tutorial: Adding Documents During a Transaction
Автор: Coldwell Banker Premier Group
Загружено: 2025-12-26
Просмотров: 16
Описание:
In this tutorial, we walk through how to properly add documents during a transaction in BoldTrail, including notices, amendments, and required attachments.
You’ll learn how to:
Add tasks directly from the transaction checklist
Require documents to be attached to tasks
Upload inspection, appraisal, walkthrough, title, and survey notices
Use the Company Library for notices instead of St. Louis forms
Upload externally received PDFs or initiate forms directly in BoldTrail
Send documents for e-signature or save them for later
Correct and delete tasks if needed
This walkthrough covers best practices for labeling tasks, assigning documents to buyers, and choosing the correct form library depending on the type of document you’re adding.
If you have questions or need additional training, reach out and we’re happy to help.
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