Document Manager

For those with Add/Edit Permissions

OREC Disclosure, DisclaimerHUD Lead-based Paint

• Enter the Listing in MLS then go back to the Property List tab• Select the List Number on the MarketLinx page then click the ‘Add/Edit Docs’ button.

• Doc Mgr window opens in front of MarketLinx.• The file folder will auto-create unless the county name is “Out of Area”.

• Or go to MY TOOLS in MarketLinx• Click ‘Add/Edit Documents’

• View a list of all uploaded docs.

• View a list of ‘Documents Pending Upload’, such as the OREC and HUD disclosures.

• Upload a new or change an image – click on image place holder to upload your file.

• Print coversheet(s) for one or more docs to submit by fax.

• Upload docs that are already in electronic format; i.e. PDF.

• Check the box of one or more documents in the ‘Document Pending Upload’ section.• Click the ‘Create Coversheet(s)’ link.

• Click the Print button after the new window opens. Each page is the bar coded coversheet(s) for the specific document named on each page. Fax the docs to number

printed on the coversheet.

• Click the ‘ Add New Doc’ link.• New Window opens.

Select Name of New Document from the drop-down list.

Check the box if a MLS Doc

Three Upload Methods:• Upload Now• Print Coversheet for Fax• Creates a placeholder for uploading the doc at a later time.

Upload Now◦ For electronic format documents, such as PDF

accessible from your computer. Print a Coversheet

◦ as previously described. Create a Placeholder

◦ Email or print the coversheet for another person to fax in the doc at a later time.

Less paper to file and track Set document reminders and due dates

throughout the transaction Decide who to share access to what forms

◦ Selling Associates, Buyers, Appraisers, Closers Create a Document Package to email Create an Archive Report of all docs after

the transaction closes for your personal records and seller/buyer records.

Get the most out of this time-saving tool. Ongoing Hands-on classes in the NORES

computer lab. Contact Polly about hosting a group

demonstration at your location. ◦ (918) 664-0505

Register online in Member Services.◦ Education \ Class Calendar◦ http://TulsaRealtors.com