Agency Files

How to upload documents to Agency Files: 

  1. Agents are able to store any and all document here, no matter the size.

  2. Agency Files may be used as an Agency Back-up

  3. Agents will have access to Agency File Storage where ever there's internet connectivity.

  • Click  on the Navigation Bar
    • A new Agency Files tab will appear
  • Click 
    • You will then be able to select the desired document(s) and click Open to upload select document(s).
    • File Upload Window will appear

             

    • File(s) will then  load up to 100%
    • When done, click 

Document can be emailed directly form the Agency Files screen.