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Upload documents that agents can access through the portal: brochures, price lists, contracts and more. Portal Documents

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Overview

Portal Documents are agency-level files shared with all agents. Use this for general resources that aren’t specific to individual packages.

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Uploading Documents

  1. Click + Upload Document
  2. Select a PDF or other document file
  3. Enter a title and description
  4. The document becomes available to agents immediately

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Document Types

Common documents to upload:
  • Price Lists: Current pricing guides
  • Brochures: Marketing collateral
  • Contracts: Standard contract templates
  • Guides: Agent training materials
  • Policies: Terms and conditions

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Agent Access

Agents access these documents from the Portal Documents section in the agent portal. Documents are visible to all agents with portal access.

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Package-Specific Documents

For documents tied to specific packages (like property packs), upload them directly on the package instead of here.