Click Here to Download the How-to Guide |
Add the documents and folders that you use often to a Favorites list for easy access.
Adding a Document to your Favorites
- From the Documents screen, locate the document you wish to add to your Favorites.
- Select the document (see below).
- Click the Star next to the word Favorite (see below).
Adding a Folder to your Favorites
- From the Documents screen, locate the folder you wish to add to your Favorites.
- Select View Details from the right side column (see below).
- Click the Star next to the word Favorite (see below).
Accessing your Favorites
- From any screen within the Brokerage Hub:
- Select Favorites (see below).