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12

Introduction to RealtyBackOffice On-Boarding
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On-Boarding Videos / Admin App Settings

19

RBO Teams Module Explained
My Companies/Offices
How to Add an Additional Company or Office
Company Details
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Compensation Plans for Recruiters
Company Forms Library
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Request Document Generator Templates
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Lead Refused Email Notification Setting
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1

Most Recent Admin Full Demo

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7

Demo Introduction & Training and Support Icon
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Transaction Management

43

Collaboration In RBO
RBO Teams Module Explained
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Upload Documents to Transaction
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How to Delete Document from Transaction
Assign Signed Documents to Transaction
How to add a Contact into RBO
Autocomplete Contact Information
How to Add a Third-Party Contact in Transaction
How to Add a Collaborator or Co-Agent
How To Showcase Preferred Vendors Inside The Transaction File Under The Contact Tab
How To Add A Preferred Vendor to a Transaction
Transaction Financials
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How to Pay a Collaborator
How to Approve Commission Request, Paid at Closing, Commission Demand or Escrow Letter Request
How to Add a Task in Transaction
How to Edit Transaction Task
How to Link Transaction Document to Task
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How To Add A Comment to A Transaction Task & View Task Logs
Co-Agent/Team Member Can Now View All Tasks Related To The Transaction
How to Add Transaction Notes
How to Delete a Transaction
How to Close a Transaction
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File Number Field and Filter
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How to Narrow Down The Transactions By The Listing Expiration Date
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How To Transfer a Transaction From One Office to Another Office

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17

How to Fill out Docs & Prepare for e-sign
Working Documents & E-Sign – Overview
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Autocomplete data when filling out forms
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Assign Signed Documents to Transaction
Assign Signed Documents to User
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E-sign Experience-Client Version

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6

Tasks Module – Overview
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Co-Agent/Team Member Can Now View All Tasks Related To The Transaction
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1

RBO Calendar

Users / Agent Management

16

How To Filter By Transaction Company In Users
Agent Service Areas And How To Assign Leads By Service Area
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How To Insure Admins Can Access Transactions

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8

Collaboration In RBO
RBO Teams Module Explained
How to Add a Lead Manually & Assign to Agent
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How to Edit or Delete a Lead

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16

Collaboration In RBO
RBO Teams Module Explained
Adding a Contact in People
How To Edit Contact Details
How To Share A Contact With The Entire Agency
How To Delete A Contact In People
How to Merge Contacts
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4

Collaboration In RBO
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Opportunities Module Explained
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Having Issues Saving A Transaction Into RBO – Part 1
Having Issues Saving A Transaction Into RBO – Part 2

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How to Link Transaction Document to Task

How to Link Transaction Document to Task

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Updated on June 21, 2022

How to Link Document to Transaction Task

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