The eGO Real Estate platform allows the user to upload files from your computer and view them anytime, anywhere.

The user can also add files and associate them to a property or contact, in the property, opportunity or contact record. These files can be classified for a better organization, by creating folders for your files.

To do so, take the following steps:

Access the ‘More’ tab and open the ‘File Archive’;

To create a new folder or delete an existing one, click ‘Manage folders’;

After opening the folder management window, click ‘Add category’ to create a new folder;

Type the new folder name and then click ‘Save’;

For the created folder to be available in your archive, you must check the box related to that folder and click the ‘Save’ button;

To upload a file, click the ‘upload‘ button located next to the name of the desired folder and select the file to be added to that folder;

When the upload is complete, you just need to click the file to download and view it;

Associate files to a property, contact or opportunity

 To upload a file and associate it to a contact, a property or an opportunity, take the following steps:

Access the desired tab, ‘Properties’, ‘Opportunities’ or ‘Contacts’;

Open the record of the property, contact or opportunity;

With the record open, at the bottom of the page, click ‘edit’ on the ‘Related files’ section;

Choose the folders that you want to make available in the ‘Related files’ and click ‘Save’;

Click ‘Upload’ and choose the file related to the record;

Finally, the uploaded file will be available for download and viewing.