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