Introduction

Transactions always include some sort of documentation or paper trail. There are several ways to save documents in Lofty so that you can access them later as needed. 

Document Instructions

To access and save a document associated with a transaction, navigate to a Lead Profile > Transactions & Docs > click on the transaction:

You can also access a transaction by navigating to Transaction Management > clicking on a transaction:

You are now on the transaction detail page. Next, click on Documents:

Use the Click here to upload a document to attach a file:

You can upload a file from your computer, Dropbox, Google Drive, or DocuSign.

• Each file that is uploaded can only be a maximum of 70 MB in size
• There is currently no limit to the number of files that can be uploaded to a transaction.

Another way to upload a document is via a transaction task. Transaction tasks are accessed on the Checklists page of a transaction.

Once you click on a task, you will be presented with four different options. The one related to this topic, of course, is the Upload option:

You will have the same options for uploading a document (file, Dropbox, Google Drive, or DocuSign), and you can toggle on/off the switch that allows you to mark a task as complete once a document is uploaded. 

To learn more about Transaction Checklists, see HERE.

Document Folders

After a document has been added, you can categorize documents in folders within a transaction. This can now be utilized to save files in specific locations for easier access.

• There is no maximum to the number of folders that can be created.
• Each file that is uploaded can only be a maximum of 50 MB in size
• There is currently no limit to the number of files that can be uploaded to a transaction

The default location for documents uploaded will be the Uncategorized Document(s) folder. 

You can also rename or delete folders at any time if needed. Folders will be categorized by A-Z.

FAQs

Are notes in Transactions searchable? 

Yes, the following types of notes can be searched:

• Manual Notes (including those made for calls, emails, and texts)
• System Log

Is it possible to upload more than one document to a transaction checklist task before it's marked as completed? 

Yes, you can click the edit button on the checklist and upload the additional document.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.