Manage documents with File Cabinet + Email 🚀

Easily upload files to your Transaction by selecting from you computer or simply dragging and dropping. Or send an email to your transaction's unique email address to send documents to your filing cabinet. Once the documents are in the file cabinet click and upload them to your checklists.

File Cabinet 🗄️
File Cabinet allows you to easily upload multiple files into your Transaction by selecting from your computer or simply dragging and dropping.

1. Start by opening a Transaction, then click on the tab that says File Cabinet.
2. From there, you will click Browse Files to add a file from your computer. Or drag and drop documents directly into the box that says Browse Files or Drag and Drop a New File
3. Once the documents are in the File Cabinet, navigate back to the Checklist tab, scroll down to any documents that need to be added, and click Upload to select them from the File Cabinet.

File Cabinet + Email ✉️

1. Within the Transaction under Transaction Email, click the copy icon on the far right side of the email address.
2. Once it’s copied, you can navigate to your email, open an email to forward it and paste the copied address into the address bar to send any documents directly to your File Cabinet.
3. Then, in your Transactions under the Checklist tab, you can scroll down to any missing documents, click the Upload drop-down button at the far right and click Upload from File Cabinet.