Consult and add documents in EDM (eZmax for agents)

Consult and add documents in EDM

Add Documents

• Open the desired transaction.

• In the "Documents" section, click on Add.

• There is two options: Scan or upload a document.

• Upload: On your computer, open your folder with the desired files, select them and drop them into the eZmax window.

• Select the Document type from the drop-down list.

• Click on Send files to the EDM system.

• Click on Refresh.

• Your documents are now uploaded into the system in the "Online Documents" tab.

Consult a Document

• In the View column, click on the magnifying glass icon to the right of the desired document to open it and see it.

Document approval

• If a document is not yet approved by your agency, a red "No" appears in the Approved column but you can still perform all available actions (view, e-mail, etc.).

• When your agency has viewed, verified and approved a document, a green "Yes" appears in the Approved column.

Download a Document

• Select the desired document by checking the box to its left and click on Download. You can, for example, save the document on your computer.

Send by E-mail

• Select the desired document by checking the box to its left and click on Send by E-mail.

• All the e-mail addresses of everybody who is part of this transaction will show up. Ex.: Seller’s agents, buyers, seller’s lawyer, etc.

• Select the desired person or add an e-mail address in the "Other" section.

• You can write a personalized Message.

• Click on Send and the following message will appear: "The e-mail has been sent successfully".

Send by Fax

• Select the desired document by checking the box to its left and click on Send by Fax.

• All the fax numbers in the file appears.

• Select the desired person or add a number in the "Other" section.

• You can write a personalized Message.

• Click on Send and the document will be sent by virtual fax.

Copy to a File

• Select the desired document by checking the box to its left and click on Copy to a File.

• Enter the File Address.

• Click on Send.

Send to eZsign

NOTE: You must have an eZsign account to use this feature.

• Select the desired document by checking the box to its left and click on Send to eZsign.

• Enter the name of an eZsign folder or create.

• Click on Send.

Send to the Listing

• Select the desired document by checking the box to its left and click on Send to the Listing.

• Click on Send and the document in the deal section of the transaction will be copied in the listing section of the transaction.