This Sisu 101 guide walks Admin and TC users through managing documents in Sisu. You'll learn how to organize your document library by creating folders, categories, and document types, upload and manage documents within transactions, and securely share documents via email. By the end of this guide, you'll have a solid understanding of how to keep transaction documents organized and accessible throughout the transaction lifecycle.

Topics covered:

Learn how to create and manage document Folders in Sisu to keep transaction documents organized. This video covers folder creation, transaction type settings, client and vendor access permissions for the Client Portal, editing folders, and where Document Folders appear within your transactions.

This video walks through how to create and manage Document Categories in Sisu. Document Categories help organize document types into logical groups so users can easily locate and manage required transaction documents.

Learn how to create and manage Document Types in Sisu. This video walks through adding a new Document Type under Admin, selecting a category, setting transaction type applicability, and marking a Document Type as required. It also shows how Document Types appear within transactions for easy organization and compliance tracking.

Learn how to upload documents to a transaction in Sisu. This video covers navigating to the Documents tab, selecting the appropriate Folder and Document Type, uploading files, and how Document Categories help keep your transaction documents organized.

Learn how to view and manage documents within a transaction in Sisu. This video covers navigating between file and folder views, using required file categories, filtering and reviewing documents, editing document details, leveraging Sunburst document analysis, and managing documents through actions such as downloading, moving, archiving, and deleting.

Learn the different ways to send documents from Sisu. This video covers sending one or multiple documents from the Documents tab, emailing documents as attachments or secure links, using email templates, and including documents when sharing transaction forms.

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