Creating aNewap ppFile

rhomescreen n,cometoth hetopleftcol umnundertheheaderY YourActions. . Onceyoulogintoyour 1.) Clickonthelin nkNewappF File. Thiswillo openanewta aborwindow w. 2.) Th hefirstthingwearegoing gtodoisgivethenewfile aname. Mostbrok kageswillhav veanestablis shednamingc convention,f forthisexamp gtobeworki ing pleIamgoing withasellersoIamgo oingtoenterthesellerslas stnameandt thenthestreetaddressof ftheproperty ythey g. areselling 3.) Th henextthing gIamgoingto odoistosele ectafiletype ,thisisessen ntiallythestic ckylabelthatwe wouldputona w amanilafolde er.Whenyou ufirststartwo orkingwithafileitisgoing gtogoinone eof th hetypesunde erthegroupA AgentWorksp pace.Forthis sexample,Ia amgoingtoputmineintothe Se ellerscategor ry. 4.) AssoonasIse electthisfilet type,3newfi ieldspopupw whereIamgo rmynameinthe oingtoenter Agentsnamefield 5.) En nterthecusto omersname 6.) AndtheMLS# #ifIalreadyh haveit.Ifthepropertyisno otintheMLS Syet,youcan nalwayscome e backandaddittothefiled descriptionlat ter. 7.) Th hereisalsoaboxfornotesifyouwould dliketoadda any. hetoprightb boxcontainsa alistofusersthatareauto omaticallyad ddedtothefil leincluding 8.) Th myself.Anyus m serwitharedcircleminuscanberemo vedfromthis sfileaccess.Y Youcanneve erbe re emovedfromyourownfile es,orfilestha atyoucreate e. hebottomrig ghtboxhasalistofavailab bleusersthat tmaybeadde edtothefilebyclickingon nthe 9.) Th gr reencircleplu us. Copyright t2012appF Files

CreatingaNewappFileCon ntinued
10.) Th helastthingIamgoingtodoisclickthegreenCrea ateappFileb buttonatthe ebottom. Asyoucanseeitlooks sjustlikeama anilafolderandonthetop pleftisthefilenameandfiletype.

Home eScreenL Layoutof fanappF File

Nowletsgooverthen newappFileh homescreen. . 11.) Acrossthecen ntertopareb buttonstonavigatethroug ghthefileinc cluding: a. Home e b. Activit tyLog c. FileInf fo d. FileCo ontents e. Tasks ntments f. Appoin 12.) Th helefthandc columninclud destheFileContentswhic chhaslinksto o: a. AddaForm dFiles b. Upload c. Upload dPhotos d. ScanaDocument e. Create eaTask f. Create eaNote g. AddaChecklist nappFile h. Linkan i. AddaWebLink. 13.) Documentsan ndotheruploa adedfilesand dformsthata areaddedtothefilewilla alsobelistedon th helowerlefts sidecolumn. nthemiddleo ofthefile,youwillsee: 14.) In a. Filena ame b. Filetyp pe c. Descriptivedata d. Whoc createdthefil le e. Ifyou haveaddedphotostothe efileyouwill seeaslidesh howofthethu umbnailshere too. 15.) Th henextsectio oninthemiddlecontainst theFileAcces sswhichinclu udes:

CreatingaNewappFileCon ntinued
Whothefileisassig gnedto canseeitorh hasaccess Whoc Whatt tagwordsare eaddedtothefile Andth hisappFilesu uniqueFileMailbox. 16.) IfthereareanyTaskstobecompleted,t theywilldisp laynextinth hemiddle. heRecentActivitywillbed displayed. 17.) Th O htcolumnyouwillseeapp pFileActions whereyouca an: 18.) Onthetoprigh a. Create eaDocumentPack b. Create eaSignatureEnvelope c. Compo oseanEmail d. Senda aMessage e. Copyt thisappFile f. ChangeFileMailbox g. Archiv veappFile h. Delete eappFile. 19.) Nextontherig ghtcolumnyo ouwillseeab boxifthisapp pFileislinked dtoanothera appFile. O eaddedFileInfoeachInfo oSectionwilld displayinab boxonthelow werrightcolu umn. 20.) Onceyouhave inally,onthebottomright tcolumnwhe enWebLinks areaddedto otheappFile,theywilldisp play 21.) Fi la ast. a. b. c. d.