How to Delete Document from Transaction

This video will show you how to delete a document from a transaction file.First, go to Menu > Transactions. To use the filters to find your Transaction File go to the upper right corner and click on the inverted pyramid under your name. Then select the option you need, and RealtyBackOffice will display the Transaction that matches your search. Then click on the Transaction Address to open the file.

Inside the Transaction File, in the middle panel, under the documents tab, hover over the document, and go to the three dots. Then, select Delete Document.

Note that when you delete a Document from any module of the system,  RealtyBackOffice removes it permanently, and you won’t be able to recover it.

If you have any questions, please email us at support@realtybackoffice.com or call us at (305) 517-3836.

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