Overview

Paragon has the ability to allow agents to upload documents related to the listing so that showing agents will have access to important information that could assist in a successful transaction.

Once the documents are uploaded, other agents that view the listing will also be able to view any document(s) that the listing agent has associated with it, meaning that the listing agent could now refer showing agent inquiries to Paragon for the requested documents. Adding a note to private remarks about the documents could also streamline this process.

NOTE: These documents are not available outside of Paragon.

Uploading Associated Documents

On Paragon Classic: click Listings, then under Maintain click Listings.

Select the row of the listing to which you want to add Associated Documents and click Select an Action.

The select an action pop-up window will open, click Associate Documents.

Add/edit Document window opens. Click Add New to add a document to your listing.

In the Add New pop-up window, click Browse to locate the document on your computer.

Browse to locate the document to be uploaded on your listing. When you have found the document, you can either double-click on the file or select the file and then click Open.

Enter a Description (free form text field) and select a Document Type so it is clear to other agents the content of the uploaded document.

Click Save to complete the upload process for this document.

The Add a Document window is again displayed with updated content. You can add up to 12 documents to your listing.

Here you can also Modify or Delete any documents.

NOTE: Associated documents can be one of the following formats: .doc, .txt, .jpg, .rtf, .pdf, .docx, .docm, .dotx, .dotm, .xlsx, .xlsm, .xltx, .xlsb, .xlam

On Paragon Connect

From one of your active listings, go to listing edit and then click on the 3 dots in top right corner, and select Documents. If you have no documents uploaded yet, then click on the "+" in the corner.

A similar window as shown in Paragon Classic will appear, and you can choose the file from your device storage to upload directly from your phone.

The length that documents are retained is linked to the status of the non-active listing.

Finding Associated Documents

Showing agents will find the Associated documents under the quick actions icon on the listing spreadsheet or the Associated Documents quick icon on specific reports.

Agents can also access a new report called "Associated Docs".  From the results, click Available Reports

Click Specialty Views and click Associated Docs. You can step through the associated documents for each property just as you do for other reports.