Managing the Document Management System (DMS)

The document management system (DMS) allows you to build a library of materials and resources for your brokerage, and it can be curated and organized to your needs.


Navigating the DMS


To get to the DMS:

  1. Go to the web address (example
  2. Sign in using your log in credentials.
  3. This will bring you to the Homepage of the DMS (see below).
  1. On the top left hand corner (see above, circled in red), is the Documents drop-down menu. Displayed here are shortcuts to:
    1. All Documents
    2. Recently Modified
    3. Recently Added
    4. My Favorites
  2. On the bottom left hand corner (see above, circled in green), you will find the Library, which contains all the folders you have created in alphabetical order.
  3. At the top of the screen (see above, circled in purple),are action buttons where you can:
    1. Create Content:  Build new content directly in the DMS.
    2. Create New Folder: Add a new folder to hold your documents. The added folder will appear in the Library.
    3. Upload File: Upload existing content to the DMS.
  4. In the middle of the page (see above, circled in yellow), you will see all of your folders.
  5. On the right hand side (see above, circled in blue), you will find display or sort options, such as:
    1. Sort Descending
    2. Different Names (Name, Popularity, Title, Description, etc.)
    3. Hide Folders
    4. Simple View
    5. Detailed View
    6. Gallery View

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