Documents and contracts

Keep offers, agreements and other files on each client's record, and let ORBIT find and read them.

What you will do

Keep every client document in one place, attached to the right client, where ORBIT can use it.

Steps

  1. Open the Document Vault

    In the sidebar, open Real estate → Documents.

    The Document Vault with Upload Document, the totals, the search box and the category filter
    The Document Vault.

  2. Upload a file

    Press Upload Document, drop or choose the file, pick the client it belongs to, then choose a category: Offer, Contract, Agreement, Waiver, Trade Record, Disclosure, Inspection or Other.

    You can upload PDF, Word, Excel, images (PNG, JPG, GIF, WebP) and text files, up to 25 MB each.

  3. Find, download or delete

    Search by file name or client. Each file has Download and Delete. Storage Used shows how much of your storage you use.

  4. Let ORBIT work with documents

    ORBIT lists a client's documents, opens and reads them, stores a document from a link or from text it wrote, and deletes one when you ask. “Save the inspection report from this link to the Patel file.” “What closing date does the Patel offer give?”

  5. Contracts and follow-up

    A contract is a document filed on the client's record with a category such as Contract, Agreement or Offer. Tanero keeps it with the client, and ORBIT follows up when you ask: “Text the Patels on Monday to remind them to return the signed agreement.”

Tips

  • Always pick the client when you upload, so ORBIT finds the file when you ask about that client.

Questions

Can Tanero e-sign contracts?

Not inside Tanero. Keep the signed copy on the client's record.

My upload is refused.

Each file can be up to 25 MB. If you see Storage limit reached, turn on Pay-As-You-Go for storage in Billing, or delete files you no longer need.

What happens to documents when I delete a client?

They are deleted with the client.

Something not covered here? Ask ORBIT, or write to [email protected]. All guides