Path: Leads > My Leads > Search and select specific lead > Documents > Virtual Documents


Virtual Documents is an (optional) tool which lets you fill out your commonly used paperwork automatically by filling in details about a lead and an MLS listing or rental property. Any documents you have stored can, if the fields on the form permit, be associated with a lead and all of their personal information, plus all relevant details about a property.


Simply create a .pdf document and upload the document to the platform by clicking on "Document Uploads" at the top of the section, then enter a name, chose the file from your computer, and click "Upload Document."


To use an existing document, click "Virtual Documents" on the top of the section and select your document from the drop down.