Document Types

Document Types are categories you create for the various types of documents stored within Broker Brain. Using this feature, you can separate lender documents, contracts, inspection information, and other pertinent documents into groups, allowing users to locate property documents quickly.

Important:

• If you are unable to add document types, make sure you have set the appropriate permissions for the Admin Team under Admin>Groups. Once there, in the privileges section, you must enable Admin Document Types, located under Admin Tab. See Groups for more information on setting privileges.

Adding a Document Type

1. To view or create Document Types, select the the Admin tab at the top of the screen, then the Types sub tab at left. A set of sub tabs will appear at the top of the Types screen. Click on the Document sub tab, and the following screen will appear:

At the bottom of the screen you will see a Type List. If you have never added types to Broker Brain, Commission and Title/Escrow will be the only types available. These document types cannot be deleted or modified.

2. In the Type field, enter the name of the first document type you wish to create and click the Add button. You will see each item you add appear in the Type List at the bottom of the screen as shown below:

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