The document management system (DMS) allows your brokerage to build a library of materials and resources for your business.
Accessing the DMS
- Once you have signed into Moxi Works, select Documents (see below, indicated by the red arrow).
- NOTE: You can search in the Search bar to find a specific file, which also brings you to the DMS.
- This brings you to the homepage of the DMS (see below).
Navigating the DMS
- The Documents dropdown menu (see above, circled in red) displays shortcuts to the following:
- All Documents
- Recently Modified
- Recently Added
- My Favorites
- The Library (see above, circled in green) contains all company folders in alphabetical order.
- Action buttons (see above, circled in purple) allow the following actions:
- Create Content: Build new content directly in the DMS.
- Create New Folder: Add a new folder to hold your documents. The added folder appears in the Library.
- Upload File: Upload existing content to the DMS.
- NOTE: If you do not see these options, you may not have the appropriate permissions. If you believe you should have these permissions, please contact Moxi Works Support.
- Folders appear in the middle of the page (see above, circled in yellow).
- Sort options (see above, circled in blue) allow you to change your view in the following ways:
- Sort Descending
- Different Names (Name, Popularity, Title, Description, etc.)
- Hide Folders
- Simple View
- Detailed View
- Gallery View