This article is intended for Admin and TC users in Sisu.
Topics in this article:
Folder Management
Utilize Document Folders to setup and organize your document storage within Sisu. To manage your Document Folders in Sisu navigate to Admin > Documents > Folder Management.
Default folders are setup for 'Client Uploads' and 'General'. The eye icon means the folder is visible to your clients in the Client Portal:
To create new Document Folders complete the steps below:
Click the Add New Folder button
Fill out the Folder Name field.
Select which Transaction Type(s) this folder will apply to.
Select your Folder Access Permissions by using the checkboxes.
Click Submit.
Document Categories
The ability to create and manage Document Categories is not yet available in Next. While we work on releasing this feature, please continue to follow the navigational steps in Sisu Classic. Thank you!
Document Categories act as folders for organizing Document Types. Examples include "New Listing Docs" and "Under Contract Docs". Follow the steps below to create your Document Categories.
In Next: navigate to Admin > Documents > Document Categories.
In Classic: navigate to Admin > Team Settings > Document Categories.
In the Add Document Category section, in the Document Category Name field, enter the desired name of your new category.
Click Add. Your new category appears below in the Document Categories section.
Document Types
The ability to create and manage Document Types is not yet available in Next. While we work on releasing this feature, please continue to follow the navigational steps in Sisu Classic. Thank you!
Document Types define the kinds of documents your team will upload to transactions. Examples include "Listing Contract" and "Agreement of Sale." Follow the steps below to create your Document Types.
In Next: navigate to Admin > Documents > Document Types.
In Classic: navigate to Admin > Team Settings > Document Types.
In the Add Document Type section, from the Category drop-down, select the category you want your document type to be assigned to.
In the Document Type Name field, enter the desired name of your new document type.
Choose a Transaction Type.
In the Required drop-down, specify if the document type is required or not.
Click Add. Your new type appears below in the Document Categories section.
Using Document Categories
This section explains how Document Categories and Document Types are used in a transaction. You'll see how the Categories and Types you've configured enable agents to identify the specific documents required for each transaction.
Navigate to the Transactions Page and click on a transaction to open it.
Select Documents from the transaction toolbar at the top.
In the Required Files dropdown, click the + icon to expand the dropdown and select a Category.
Select the relevant Category from the list. This will display the document types assigned to that category under Required Documents, helping agents see which documents are needed for the transaction.
Uploading A Document Into A Transaction
This section demonstrates how to upload a Document and how Types are assigned.
Navigate to the Transactions Page and click on a transaction to open it.
Select Documents from the transaction toolbar at the top.
Click the Upload Files button.
Select the Folder you'd like to upload the Document into.
Click the Add
button or drag and drop files to upload.From the File Type dropdown select what Type this document is. These are organized by Category.
Click the Save button to upload the document.
Emailing Documents
After uploading a document, you can send it to any recipient of your choice. There are multiple ways to send documents:
Sending Documents From The Documents Tab
To send documents from the documents tab within a transaction, follow these steps:
Navigate to the Transactions Page and click on a transaction to open it.
Select Documents from the transaction toolbar at the top.
Click the checkbox to the left of the document(s) you'd like to send.
Click the Send Files
button.Complete the following fields:
Send To: Recipients within Sisu.
Send To (Other): Recipients outside of Sisu.
Subject: The email subject line.
Email Template: This is the content of your email. Templates can pull in data directly from your transaction forms in Sisu! For more information on creating Templates check out this KB article. 📙
Message: Your selected Email Template will auto populate here. If you have not selected an Email Template, a default message will render here. This is customizable by navigating to Admin > Documents > Send Document Message Template.
Send Files As Attachments (checkbox): Documents will send as file links instead of attachments if this box is not checked.
Click the Send Documents
button.
Sending Documents When Sharing A Form
To attach documents when sharing a transaction form, follow these steps:
Navigate to the Transactions Page and click on a transaction to open it.
From the Form dropdown
select which form you'd like to share.Click the envelope icon
in the upper, right hand corner of the form to share the form.
Complete the fields and check the box to the left of your document(s) in the Include Files section.
Click the Send
button.