ML Documents Folders for Brokers and Managers
Brokers and Managers can create folders and upload documents in ML Documents to share with their firm or office.
Step 1 - Click ML Documents.
Step 2 - Click Add Folder.
The Create Folder pop-up window will open. Fill out the following information:
Step 3 - Folder name: Enter a folder name.
- Description: Enter a description of what the folder will contain.
- Folder Type: The Broker has the option to create two different types of folders, a Firm Folder or an Office Folder. The Firm Folder will be available to all offices within the brokerage (if applicable). The Office folder will be available to the Office the broker is located. The Manager will only be able to create an Office Folder.
Step 4 - Click Create Folder
Add a File
Step 1 - Click the folder name of the folder you want to add files to.
Step 2 - Click Add New File.
Step 3 - The Upload File pop-up window will open. Click Choose File.
Step 4 - Select the file you want to upload and click Open.
Drag and drop files to reorder the list.
Step 1 - Click on the description you want to edit.
Strep 2 - Enter a new description or edit the current description.
Step 3 - Click Save.
Delete a File
Step 1 - Select the file(s) you want to delete.
Step 2 - Click Delete File.
Step 3- A pop-up window will open asking you to confirm if you want to delete the file. Click OK to delete the file or click Cancel to return to list.