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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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Presentation on theme: "©2016 CoreLogic, Inc. All rights reserved. Proprietary and Confidential. Document Manager Conversion to Transaction Desk User Experience."— Presentation transcript:

1 ©2016 CoreLogic, Inc. All rights reserved. Proprietary and Confidential. Document Manager Conversion to Transaction Desk User Experience

2 ©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

3 ©2016 CoreLogic, Inc. All rights reserved. Proprietary and Confidential. 3

4 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.

5 ©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

6 ©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

7 ©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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