Upload and Download Documents from the Deal Room or Owner Dashboard

Upload and Download Documents from the Deal Room or Owner Dashboard

Sharing documents with your agent is now easier than ever!  If you are a buyer, go to the Deal Room section of your account, and if you are a seller, go to your Owner Dashboard section of your account. If you're needing a hand finding these sections, please follow the steps outlined here.

Once you're in the right place, scroll down until you see the documents widget, it looks like this.

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This widget will display documents uploaded by your Agent, Transaction Coordinator and Title Forward (if you are using their services). To download any of these documents, simply hover over the document thumbnail for a second and click the blue "Download" button that appears.

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How to Upload Documents

 The process is similar if you are needing to upload documents, after signing.  If you are a buyer, go to the Deal Room section of your account, and if you are a seller, go to your Owner Dashboard section of your account. If you're needing a hand finding these sections, please follow the steps outlined here.

Once you're in the right place, scroll down until you see the documents widget. It looks like this.

Screen_Shot_2015-10-16_at_2.22.20_PM.png

To upload a document, click the black "Add Document" button in the bottom left corner of the widget. It will bring up a file picker that will let you browse your file system to find the document you want upload. You'll know the document was uploaded successfully when you see a pop-up that will allow you to share your document with your Redfin Agent or Title Forward Agent (if you are working with them). If you do not want to share the document simply close the pop-up that appears.

 

How to Share Documents With Redfin and Title Forward

If you are working with Title Forward, you will see this version of the "Share" pop-up after the document has been uploaded, where you can label your upload with a "Document Type". If it is a document Title Forward asked you to upload, there should be a specific type for it in the drop down.

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Choosing the correct type will ensure the correct department sees it first. Find the right option for your document and then click "Share" to send your document to Title Forward securely.

If you don't know which option to use, simply label the document "Other". Labeling the document "Other" will expand the pop-up to display two toggles.

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Adjust the toggles to choose who to send this document to, and then click "Share" to send your document to your Agent and/or Title Forward securely.

 

If you are not using Title Forward, the pop-up will look like this.

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Simply click the red "Share" button to share your document with your Redfin team.

 

How to View Your Uploads and Change Who Can See Them

Take a look just under the "Your Documents" Header, you will see two tabs: "Filed by Your Agent" and "Your Uploads". Click "Your Uploads" to view any documents you have already uploaded.

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Underneath each document thumbnail in the "Your Uploads" tab, there is a small "Settings" link. Clicking this link will bring up a pop-up that will show who can currently see the document.

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If you forgot to share your document with someone, you can also use this popup to share your document with them by adjusting the toggles and clicking "Save".

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