Upload and Organize Documents

Add documents completed outside Rechat or received from another party to keep the complete transaction record organized inside the Deal.

Upload to a checklist item

1. Open the Deal.

2. Locate the appropriate checklist item.

3. Select the available upload action.

4. Choose the document from your device.

5. Confirm the file and destination.

Uploading directly to the appropriate checklist item reduces the need to organize the file later.

Upload to Unorganized Files

1. Scroll to Unorganized Files at the bottom of the checklist.

2. Select Upload, or drag and drop the file into the upload area.

3. Choose the file from your device when prompted.

Files added here remain unorganized until they are assigned to the appropriate checklist item.

Email documents into a Deal

Each Deal includes a unique email address in the Unorganized Files section.

1. Copy the Deal email address.

2. Forward or send the email containing the document attachment to that address.

3. Return to the Deal and locate the file under Unorganized Files.

4. Assign the file to the appropriate checklist item.

Best practice: Confirm that you are using the email address from the correct Deal before forwarding documents.

Organize an unassigned file

Open the file from Unorganized Files and select the appropriate checklist destination. Confirm that the file appears under the correct item before submitting it for office review.

Related articles

• Understand Your Transaction Checklist

• Split a PDF

• Submit Documents for Office Review