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Published byClarence Allen Modified over 8 years ago
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©2016 CoreLogic, Inc. All rights reserved. Proprietary and Confidential. Document Manager Conversion to Transaction Desk User Experience
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©2016 CoreLogic, Inc. All rights reserved. Proprietary and Confidential. Accessing Listing Documents from Property Detail When documents have been added as a supplement in Matrix prior to conversion, or into Transaction Desk and marked ‘MLS view’, the documents will be attached to the listing in Matrix. Once a document is associated to a listing, the documents icon will display on all Full Display screens. 2
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©2016 CoreLogic, Inc. All rights reserved. Proprietary and Confidential. 3
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4 Accessing Listing Documents from Property Detail Clicking on the documents icon will open the “Listing Documents” screen in Transaction Desk and list all the documents that are available for MLS view. Users can view and download the documents from this screen.
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©2016 CoreLogic, Inc. All rights reserved. Proprietary and Confidential. Uploading Documents from Matrix From the Modify Listing page, Listing Agents can click on the “Manage Documents via Transaction Desk’ link. This opens the ‘Upload Documents’ screen in Transaction Desk. 5
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©2016 CoreLogic, Inc. All rights reserved. Proprietary and Confidential. Uploading Documents from Matrix The ‘Upload Documents’ screen in Transaction Desk will open, allowing the Listing Agent to upload documents to the listing, as well as the corresponding transaction file in Transaction Desk. 6
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©2016 CoreLogic, Inc. All rights reserved. Proprietary and Confidential. Uploading Documents from Matrix Once uploaded, the documents will be attached to the listing, allowing them to be visible via the Full Display. 7
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