Topics in this article:
Setting Up Document Categories
Document categories are like "folders" that you can put document types in. Examples of document categories are "New Listing Docs" and "Under Contract Docs."
Go to Admin > Team Settings.
In the menu on the left, click Document Categories.
In the Document Category Name field, enter the desired name of your new category.
Click Add. Your new category appears below in the Document Categories section.
Setting Up Document Types
Your document types in Sisu represent the kinds of documents that agents will be uploading to transactions. Examples of document types are "Listing Contract" and "Agreement of Sale."
Go to Admin > Team Settings.
In the menu on the left, click Document Types.
From the Category drop-down, select the category you want your document type to be assigned to.
In the Document Type Name field, enter the desired name of your new document type.
Choose a Transaction Type.
In the Required drop-down, specify if the document type is required or not.
Click Add. Your new type appears below in the Document Categories section.
Using Document Categories and Types in Sisu
This section shows you how document categories and document types come into play in a transaction. Note how the document categories and types you've set up allow agents to specify which kinds of documents are required for each transaction.
Go to Transactions > Transactions and click on a transaction to open it.
In the menu on the left, click Documents. This opens the Documents screen.
Click the Category drop-down, and select a category from the list. This makes the category's assigned document types appear under Required Documents, essentially showing agents which documents are required for the transaction.
Note: The Category drop-down menu includes all the categories that have been added under Admin > Team Settings > Document Categories.
Note: The document types that you see in the screenshot above appeared under Required Documents when the Seller category was selected. This means that those document types were assigned to the Seller category under Admin > Team Settings > Document Types, and they were marked as required documents for seller transactions (see screenshot of admin settings below).
In the Documents screen, upload a document. Your document appears in the list of documents at the bottom of the screen.
In-line with an uploaded document, click the Type drop-down and select a document type. If the document you uploaded contains several kinds of documents, select multiple document types.
Note: In the Type drop-down menu, agents can see both required and non-required document types that have been assigned to the selected document category.
