This article outlines the key steps and functionalities for handling documents in a transaction. It explains how to upload a document into a transaction, how to view and download documents as well as the various ways to email documents.
Topics in this article:
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. Default folders are setup for 'Client Uploads' and 'General'. Any additional folders were created by an Admin user on your team.
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.
Viewing & Downloading Documents
You have the ability to view your documents in File View or Folder View.
Default folders are setup for 'Client Uploads' and 'General'. Any additional folders seen here were created by an Admin user on your team. The eye
icon means the folder is visible to your clients in the Client Portal:
You can quickly view individual documents by clicking the View 
button.
To download, move or delete documents click the 
icon to the right of 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! Admin/TC users on your team can create custom templates.
Message: Your selected Email Template will auto populate here. If you have not selected an Email Template, a default message will render here.
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.