Document placeholders are perfect for documents that are required for a transaction, but aren't necessarily a template themselves. A good example of this is a scanned check or receipt.
If you keep your templates organized into packets, you can add a placeholder to the packet as a way to indicate a document will need to be uploaded to the loop without directly providing a document template.
Document placeholders must be created in Document Templates before they can be added to Loops and Loop Templates.
Adding a placeholder to templates
Click the Templates icon on the top of the page.
Select the folder where you want to create a placeholder.
Note: you cannot add a placeholder to folders created by an association or by a higher-level admin in your company.
Click the overflow icon (3 vertical dots) next to the ADD A DOCUMENT link and click ADD DOCUMENT PLACEHOLDER. A new entry will appear at the top of the list titled “New Document Placeholder” that can be added to loops and/or loop templates.
In order to know what type of document should be uploaded into the placeholder you can rename the placeholder accordingly.
Click on the overflow icon (three vertical dots) all the way to the right of the placeholder.
From the dropdown list, click on Rename.
Type in the name of the document that you would like to be uploaded into the placeholder.
- Receipts
- MLS Printouts
- Offer documents to be received
Pro tip: Use COMMAND+A or CONTROL+A on your keyboard to select the entire "New Document Placeholder" and backspace, then type in the name of the placeholder.
To save this new name hit Enter on your keyboard.
As an admin you can make a placeholder required to submit. This means that an agent cannot submit for review without uploading a document into the placeholder.
Placeholders can be added to loop templates or added to a loop from templates.
Regardless of whether you added the placeholder to the loop or if it was automatically added from the loop template, a placeholder will be grey until until you add a file. Any other document in the loop will be black.
Hover over the placeholder with your mouse until you see "Add File" to the left. Click on "Add File".
You can add a document from the templates section or a PDF from your computer.
Select the document from your computer or templates.
