Disclosure Documents - Revision history

Anastasia at 04:51, 23 June 2011

2011-06-23T04:51:43Z

← Older revision		Revision as of 04:51, 23 June 2011
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-	[[File:Training_Videos.gif\|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][[~~Disclosures_vt~~\|Video Tutorial]]	+	[[File:Training_Videos.gif\|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][[Disclosures_Video_Tutorial\|Video Tutorial]]


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	# Look for your listing. Click on '''Disclosures''' link under the Action column.		# Look for your listing. Click on '''Disclosures''' link under the Action column.
	# Click on '''Download Logs''' link to see who downloaded your documents.		# Click on '''Download Logs''' link to see who downloaded your documents.
-
-
-
-	~~[http://wiki.propertyminder.com/index.php?title=Disclusure_Documents&printable=yes Printable Version]~~

Anastasia: moved Disclusure Documents to Disclosure Documents

2011-06-23T04:51:12Z

moved Disclusure Documents to Disclosure Documents

← Older revision

Revision as of 04:51, 23 June 2011

Anastasia at 03:40, 23 June 2011

2011-06-23T03:40:44Z

← Older revision		Revision as of 03:40, 23 June 2011
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-	[[File:Training_Videos.gif\|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][~~http://www.youtube.com/watch?v=l43wI-yhhxA~~ Video Tutorial]	+	[[File:Training_Videos.gif\|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][[Disclosures_vt\|Video Tutorial]]

Anastasia at 20:58, 22 June 2011

2011-06-22T20:58:11Z

← Older revision		Revision as of 20:58, 22 June 2011
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-	[[File:Training_Videos.gif\|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][http://~~isvr~~.~~net~~/~~usr/video/UploadingDisclosures_SupportingDocuments.wmv~~ Video Tutorial]	+	[[File:Training_Videos.gif\|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][http://www.youtube.com/watch?v=l43wI-yhhxA Video Tutorial]

Anastasia at 09:40, 20 June 2011

2011-06-20T09:40:46Z

← Older revision		Revision as of 09:40, 20 June 2011
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-	[http://isvr.net/usr/video/UploadingDisclosures_SupportingDocuments.wmv Video Tutorial]	+	[[File:Training_Videos.gif\|link=http://wiki.propertyminder.com/images/1/1d/Training_Videos.gif]][http://isvr.net/usr/video/UploadingDisclosures_SupportingDocuments.wmv Video Tutorial]


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	# Look for your listing. Click on '''Disclosures''' link under the Action column.		# Look for your listing. Click on '''Disclosures''' link under the Action column.
	# Click on '''Download Logs''' link to see who downloaded your documents.		# Click on '''Download Logs''' link to see who downloaded your documents.
		+
		+
		+
		+	[http://wiki.propertyminder.com/index.php?title=Disclusure_Documents&printable=yes Printable Version]

Anastasia at 00:55, 20 June 2011

2011-06-20T00:55:02Z

← Older revision		Revision as of 00:55, 20 June 2011
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	# Click '''Inventory Manager'''.		# Click '''Inventory Manager'''.
	# Find the listing and click on the '''disclosures''' link under the Action column.		# Find the listing and click on the '''disclosures''' link under the Action column.
-	#:[[File:Disclosures000.gif]]	+	#:[[File:Disclosures000.gif\|border\|link=http://wiki.propertyminder.com/images/9/9e/Disclosures000.gif]]
	# On the next page, click '''Browse''' and upload your document.		# On the next page, click '''Browse''' and upload your document.
-	#:[[File:Disclosures01.gif]]	+	#:[[File:Disclosures01.gif\|border\|link=http://wiki.propertyminder.com/images/0/00/Disclosures01.gif]]
	# After clicking the '''Upload''' button, you will see a system notice. By default, all your documents are protected. You may also make them public by checking the appropriate checkbox as shown below.		# After clicking the '''Upload''' button, you will see a system notice. By default, all your documents are protected. You may also make them public by checking the appropriate checkbox as shown below.
-	#:[[File:Disclosures02.gif]]	+	#:[[File:Disclosures02.gif\|border\|link=http://wiki.propertyminder.com/images/a/ac/Disclosures02.gif]]
	# When some one tries to download a disclosure document and you chose to protect your documents as shown in the example above, your site visitor is forced to leave an email. You will receive a notification email with this visitor's information. If you decide to grant the access, click on the '''Permit''' link. You will be directed to login to your '''Toolkit''' and you'll see a permission page where you can see the visitor's information. Same directions apply if you deny the document access.		# When some one tries to download a disclosure document and you chose to protect your documents as shown in the example above, your site visitor is forced to leave an email. You will receive a notification email with this visitor's information. If you decide to grant the access, click on the '''Permit''' link. You will be directed to login to your '''Toolkit''' and you'll see a permission page where you can see the visitor's information. Same directions apply if you deny the document access.

Anastasia at 05:10, 16 June 2011

2011-06-16T05:10:44Z

← Older revision		Revision as of 05:10, 16 June 2011
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		+	[http://isvr.net/usr/video/UploadingDisclosures_SupportingDocuments.wmv Video Tutorial]
		+
		+
	Disclosure package are the documents such as existing contracts, government forms, various inspection reports, lists of exceptions (e.g. lack of permit, violations, etc.) and more that pertains to the property for sale. They are mostly in pdf formats when hosted online as they are considered as protected documents. The listing agent has the authority to permit access to an individual.		Disclosure package are the documents such as existing contracts, government forms, various inspection reports, lists of exceptions (e.g. lack of permit, violations, etc.) and more that pertains to the property for sale. They are mostly in pdf formats when hosted online as they are considered as protected documents. The listing agent has the authority to permit access to an individual.

Anastasia at 03:00, 15 June 2011

2011-06-15T03:00:00Z

← Older revision		Revision as of 03:00, 15 June 2011
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-	~~What is a disclosure~~ package?	+	Disclosure package are the documents such as existing contracts, government forms, various inspection reports, lists of exceptions (e.g. lack of permit, violations, etc.) and more that pertains to the property for sale. They are mostly in pdf formats when hosted online as they are considered as protected documents. The listing agent has the authority to permit access to an individual.

-	~~These are~~ documents ~~such as existing contracts, government forms, various inspection reports, lists of exceptions (e.g. lack of permit, violations, etc.), liens and more that pertains~~ to the ~~property for sale. They are mostly in pdf formats when hosted online as they are considered as protected documents. The~~ listing ~~agent has the authority to permit access to an individual.~~	+	===To add disclosure documents to the listing===

-		+	# Login to your '''Toolkit'''.
-	~~How can I add disclosure documents to the listing?~~	+	# Click '''Inventory Manager'''.
-		+	# Find the listing and click on the '''disclosures''' link under the Action column.
-	# Login to your Toolkit.	+
-	# Click Inventory Manager.	+
-	# Find the listing and click on the disclosures link under the Action column.	+
	#:[[File:Disclosures000.gif]]		#:[[File:Disclosures000.gif]]
-	# On the next page, click Browse and upload your document.	+	# On the next page, click '''Browse''' and upload your document.
	#:[[File:Disclosures01.gif]]		#:[[File:Disclosures01.gif]]
-	# After clicking the Upload button, you will see a system notice. By default, all your documents are protected. You may also make them public by checking the appropriate checkbox as shown below.	+	# After clicking the '''Upload''' button, you will see a system notice. By default, all your documents are protected. You may also make them public by checking the appropriate checkbox as shown below.
	#:[[File:Disclosures02.gif]]		#:[[File:Disclosures02.gif]]
-	# When some one tries to download a disclosure document and you chose to protect your documents as shown in the example above, your site visitor is forced to leave an email. You will receive a notification email with this visitor's information. If you decide to grant the access, click on the Permit link. You will be directed to login to your Toolkit and you'll see a permission page where you can see the visitor's information. Same directions apply if you deny the document access.	+	# When some one tries to download a disclosure document and you chose to protect your documents as shown in the example above, your site visitor is forced to leave an email. You will receive a notification email with this visitor's information. If you decide to grant the access, click on the '''Permit''' link. You will be directed to login to your '''Toolkit''' and you'll see a permission page where you can see the visitor's information. Same directions apply if you deny the document access.

		+	===To grant access to the client===

-	~~How can I grant document access~~ to my client ~~without checking my email notification?~~	+	# Login to your '''Toolkit'''. Click '''Inventory Manager'''.
		+	# Look for your listing. Click on '''Disclosures''' link under the Action column.
		+	# Click on '''Permitted''' link.
		+	# In the drop down menu, chose the client and click '''Permit'''. You may also notify your client by clicking the checkbox '''Notify''' client.

-	~~# Login to your Toolkit. Click Inventory Manager.~~
-	~~# Look for your listing. Click on Disclosures link under the Action column.~~
-	~~# Click on Permitted link.~~
-	~~# In the drop down menu, chose the client and click Permit. You may also notify your client by clicking the checkbox Notify client.~~

-		+	===To deny access to disclosure documents===
-	~~How can I~~ deny access to ~~these~~ documents ~~without checking my email notification?~~	+

	# Login to your Toolkit.Click Inventory Manager.		# Login to your Toolkit.Click Inventory Manager.
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-	~~How can I~~ see who downloaded my disclosure documents?	+	===To see who downloaded disclosure documents===
-		+
-	~~# Login to your Toolkit.Click Inventory Manager.~~	+
-	~~# Look for your listing. Click on Disclosures link under the Action column.~~	+

-	Click on Download Logs link to see who downloaded your documents.	+	# Login to your '''Toolkit'''.Click '''Inventory Manager'''.
		+	# Look for your listing. Click on '''Disclosures''' link under the Action column.
		+	# Click on '''Download Logs''' link to see who downloaded your documents.

Anastasia at 08:43, 6 June 2011

2011-06-06T08:43:38Z

← Older revision		Revision as of 08:43, 6 June 2011
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	# Click Inventory Manager.		# Click Inventory Manager.
	# Find the listing and click on the disclosures link under the Action column.		# Find the listing and click on the disclosures link under the Action column.
		+	#:[[File:Disclosures000.gif]]
	# On the next page, click Browse and upload your document.		# On the next page, click Browse and upload your document.
		+	#:[[File:Disclosures01.gif]]
	# After clicking the Upload button, you will see a system notice. By default, all your documents are protected. You may also make them public by checking the appropriate checkbox as shown below.		# After clicking the Upload button, you will see a system notice. By default, all your documents are protected. You may also make them public by checking the appropriate checkbox as shown below.
		+	#:[[File:Disclosures02.gif]]
	# When some one tries to download a disclosure document and you chose to protect your documents as shown in the example above, your site visitor is forced to leave an email. You will receive a notification email with this visitor's information. If you decide to grant the access, click on the Permit link. You will be directed to login to your Toolkit and you'll see a permission page where you can see the visitor's information. Same directions apply if you deny the document access.		# When some one tries to download a disclosure document and you chose to protect your documents as shown in the example above, your site visitor is forced to leave an email. You will receive a notification email with this visitor's information. If you decide to grant the access, click on the Permit link. You will be directed to login to your Toolkit and you'll see a permission page where you can see the visitor's information. Same directions apply if you deny the document access.

Anastasia at 08:27, 6 June 2011

2011-06-06T08:27:26Z

← Older revision		Revision as of 08:27, 6 June 2011
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	How can I add disclosure documents to the listing?		How can I add disclosure documents to the listing?

-	1. Login to your Toolkit.	+	# Login to your Toolkit.
-		+	# Click Inventory Manager.
-	2. Click Inventory Manager.	+	# Find the listing and click on the disclosures link under the Action column.
-		+	# On the next page, click Browse and upload your document.
-	3. Find the listing and click on the disclosures link under the Action column.	+	# After clicking the Upload button, you will see a system notice. By default, all your documents are protected. You may also make them public by checking the appropriate checkbox as shown below.
-		+	# When some one tries to download a disclosure document and you chose to protect your documents as shown in the example above, your site visitor is forced to leave an email. You will receive a notification email with this visitor's information. If you decide to grant the access, click on the Permit link. You will be directed to login to your Toolkit and you'll see a permission page where you can see the visitor's information. Same directions apply if you deny the document access.
-	4. On the next page, click Browse and upload your document.	+
-		+
-	5. After clicking the Upload button, you will see a system notice. By default, all your documents are protected. You may also make them public by checking the appropriate checkbox as shown below.	+
-		+
-	6. When some one tries to download a disclosure document and you chose to protect your documents as shown in the example above, your site visitor is forced to leave an email. You will receive a notification email with this visitor's information. If you decide to grant the access, click on the Permit link. You will be directed to login to your Toolkit and you'll see a permission page where you can see the visitor's information. Same directions apply if you deny the document access.	+


	How can I grant document access to my client without checking my email notification?		How can I grant document access to my client without checking my email notification?

-	1. Login to your Toolkit. Click Inventory Manager.	+	# Login to your Toolkit. Click Inventory Manager.
-		+	# Look for your listing. Click on Disclosures link under the Action column.
-	2. Look for your listing. Click on Disclosures link under the Action column.	+	# Click on Permitted link.
-		+	# In the drop down menu, chose the client and click Permit. You may also notify your client by clicking the checkbox Notify client.
-	3. Click on Permitted link.	+
-		+
-	4. In the drop down menu, chose the client and click Permit. You may also notify your client by clicking the checkbox Notify client.	+


	How can I deny access to these documents without checking my email notification?		How can I deny access to these documents without checking my email notification?

-	1. Login to your Toolkit.Click Inventory Manager.	+	# Login to your Toolkit.Click Inventory Manager.
-		+	# Look for your listing. Click on Disclosures link under the Action column.
-	2. Look for your listing. Click on Disclosures link under the Action column.	+	# Click on Denied link.
-		+	# In the drop down menu, chose the client and click Deny. You may also notify your client by clicking the checkbox Notify client.
-	3. Click on Denied link.	+
-		+
-	4. In the drop down menu, chose the client and click Deny. You may also notify your client by clicking the checkbox Notify client.	+


	How can I see who downloaded my disclosure documents?		How can I see who downloaded my disclosure documents?

-	1. Login to your Toolkit.Click Inventory Manager.	+	# Login to your Toolkit.Click Inventory Manager.
-		+	# Look for your listing. Click on Disclosures link under the Action column.
-	2. Look for your listing. Click on Disclosures link under the Action column.	+

	Click on Download Logs link to see who downloaded your documents.		Click on Download Logs link to see who downloaded your documents.