Contacts Live Files Sample Screenshots

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Introduction
Sample for Transaction Coordination
Sample for Loan Processing

Introduction

Sample screenshots about Contacts Live Files in different environments.

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Transaction Coordination

Example of how to use Contacts Live Files in a simple Transaction Coordination System.

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The FILES module is for storing your documents, such as spreadsheets and word processing files. We have provided some basic folders for you to categorize your documents.  You can create your own folders by clicking on Folder. To upload a new file, click on File and Add File(s).

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You can also share one or more of your files to the public by clicking on Create a Link. This is a great tool in that you can email this link to your client(s) and they can view these documents. When you create a link, you are given a custom website address you can give to your clients. They can view the documents - but only you can edit, change or update. To see what your clients would see, click here.

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Loan Processing

Example of how to use Contacts Live Files in a simple Loan Processing System.

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The FILES module is for storing your documents, such as spreadsheets and word processing files. We have provided some basic folders for you to categorize your documents.  You can create your own folders by clicking on Folder. To upload a new file, click on File and Add File(s).

Table Of Contents


 

You can also share one or more of your files to the public by clicking on Create a Link. This is a great tool in that you can email this link to your client(s) and they can view these documents. When you create a link, you are given a custom website address you can give to your clients. They can view the documents - but only you can edit, change or update. To see what your clients would see, click here.

Table Of Contents