Help / Video tutorials / Agents: running deals
Documents
Request documents on a step, review what clients upload, send things back with a note, and add DocuSign links.
2:32 · Captions included · 6 chapters
Updated since this video was made
- On the client board, a document request with one document now shows an Upload button right in the client's to-do (Oct 2026).
- New (Oct 2026): a client's upload gets an AI check — “AI check: looks like the right document” or what looks off — and Send back starts from its reasons. You still decide.
- Changed (Nov 1, 2026): Uploads are stored privately and stay with your side of the deal (you, coordinators and your brokerage's admins) until you share them; clients get a notice and an email when something is shared, and never see another client's upload. You can pick several files at once or drag them onto the upload box (now at the top of the Documents tab); iPhone HEIC photos are turned into JPEGs so they preview; a repeat of a file already there asks first.
- Changed (Nov 1, 2026): Sending back a document you'd already approved reopens your client's to-do (the Send back form warns you first), and they're told it's open again. A new document request lands in date order among the open steps, never below closing.
- Changed (Nov 1, 2026): The Documents tab has filter chips (All, Needs review, Hidden from client, From email, Links) with counts, a Search by name box at 10 or more documents, client uploads waiting for review listed first (the tab reads “N to review”), and Rename. Until you approve a document, your client can Replace it or Remove it; if they remove one you get a bell entry and an Activity line.
- Changed (Nov 1, 2026): “File under step…” on any document's row files it under one of the deal's steps (or “Not under a step”); it counts toward that step's document checklist, and filing never changes who can see it. A document emailed to the deal suggests its step (“File under: …?”, with File it or dismiss). Filing shows in Activity under Documents.
Read the transcript
Here's how to collect documents from your clients, review what they send, and share files and signing links.
Open a deal, and go to the Documents tab.
Click Request a document from the client. Tap a quick pick, like Pre-approval letter, or type any document you need.
Set the date you need it by, and click Request it.
The request becomes its own step on the timeline, right after what's already done. It's a client task, waiting on one document.
Any step can ask for documents, too. Click Edit, list what's needed, and save the step.
Jamie, the buyer, gets a text and an email right away, with a link to the board.
It's at the top of Jamie's to-dos. Jamie taps Send the document, then Upload, and picks the file.
Once it's sent, the document shows In review, until Avery checks it.
Avery turned on text alerts in Settings, so she gets a text the moment a client uploads.
Back in the Documents tab, the upload is marked: client upload, needs review. Open it to check, then approve or reject it.
This one is missing a page. Avery clicks Reject, types a short note, and clicks Send back.
Jamie gets a text and an email with Avery's note. On the board, the note sits right under the document, and the Upload button is back.
Jamie uploads the full letter, and it's back in review.
Avery clicks Approve. That was the last document the step needed, so the step is marked done. Nobody has to tick it.
And Jamie gets a text and an email saying it was approved.
You can share files of your own, too. Click Choose a file, then Upload.
Your client can download anything you share. For papers that are just for your file, click Hide from client.
For e-signatures, click Add a link. Name it, paste the DocuSign or portal link, and click Add link.
Jamie sees the link under Documents and Signing Links, with a button to open it. The hidden file isn't there.
Uploads are stored privately. Only you and the clients on this deal can download what you upload, and hidden files stay with your team.
That's documents: request, review, approve or send back, hide, and share signing links, all in one place.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Agents: running deals
2:16Your dashboard explainedRead your dashboard: health badges, what clients have viewed, what needs you soon, and filters to find any deal.
1:38The Today listYour Today list puts overdue work first, so you can mark steps done and nudge clients in one place.
1:42Tick steps and what your client seesCheck off steps as they happen, and see the update and text your client gets each time.