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Transactly Knowledge Base
Documents
Offers
Showing Scheduler
Tasks
Templates
General Information
Your Preferences
Help
Listings & Transactions
Earnnest Earnest Payment Integration
Team Members & Contacts
Email & Inbox
Email Templates
Documents
Coordination Orders
Coordination Clients
Internal Training
Billing
Office, Brokerages
Connections/Vendors
Partner Portal
Stripe Setup
Documents
Learn how and where to upload, categorize and share your documents.
How to Share A Document
How to Upload a Document
How to Change the Category of a Document