1.       Click on the Tools button.
 

2.       Click on the Add Document button.
 

3.       Click on the  to browse your pc/network and select which document to be attached.
 

4.       Click on the drop down arrow next to Owner Type to select the target you wish the document or

scan to be saved against either for a Property, Appraisal, Listing, Contract, Contact or Staff.
 

5.       Select either Copy Document or Move Document. Note: If Move Document is selected you will

only ever be able to view this document again in the system as these documents are encrypted. If Copy Document is selected then the document is stored in the Document Repository Location and also left in original format.
 

6.       Then click on the  to select which Property, Appraisal, Listing, Contract, Contact or Staff
          this document is to be saved against.