We’re nearing the end of our ‘Getting Started’ tour of DealTap! Obviously, not all Agents use DealTap yet, which means you’ll need the ability to upload the documents you receive into a Client File. This comes in especially handy if you’re receiving offers (as PDF) from other agents. Give it a try - find a random PDF you have available and test it out!
To watch the video version of this article, click here.
Uploading into DealTap
There are a few ways to upload a PDF into DealTap:
- Directly into the Dashboard by clicking the aptly-named ‘Upload a PDF’ button. Once you’ve selected the file to upload from your device, you can choose which Client File to store it in, or you can create a brand new one.
- From within any Client File, just click the ‘Upload’ button.
Unless you’re just looking to store this document for your records (i.e. a survey or floorplan), you’ll likely need to get some signatures or initials added to it as part of the deal you’re working on. DealTap makes adding signature fields and other necessary edits easy with a tool we call ‘Mark-up’.
While viewing your uploaded PDF, check out the toolbar at the top of the page. You can place the signature or initial fields anywhere you need: just click the ‘Signature’ or ‘Initial’ button, select whose signature is needed, and use your cursor to put it anywhere on the document.
Note: Make sure that you’re set to represent the correct side of the transaction. You can do this by clicking ‘Edit’ next to your name in the Signature drop-down menu. You can also add other parties (your clients, the cooperating agent, etc,) from this drop-down:
You can also enter the name(s) of all involved parties by clicking the ‘People’ view option just above the Mark-up toolbar. Here you can indicate which side of the transaction you’re representing as well as the other parties:
You can use the ‘Draw’ tool to draw straight lines (or freehand) anywhere on the document and use the ‘Rectangle’ or ‘Ellipse’ options to highlight specific areas.
Another neat feature designed for REALTORS® is the ‘Crossed-out Rectangle’. Use it to strike out any portion, big or small:
Note that you can adjust the colour, opacity and thickness using the ‘Line Drawing Details’ toolbar that opens on the left once you’ve added the markings. DealTap will remember the last setting you applied for the next time.
You’ve also got ‘Undo’ and ‘Redo’ buttons in the upper left that allow you to delete or re-add any edits you’ve made in sequence.
Once you’re finished making all the necessary changes to your uploaded PDF, click ‘Finish’ on the right side of the Mark-up toolbar. From there, you can sign or send the document as needed, just as you would any other document in DealTap.
Ready to see all the parts come together? Click here to move forward to part 6.