If you completed a market appraisal form or similar while conducting your valuation, it is good practice to upload a copy of this to the record in Expert Agent – this also elminates the need to keep paper copies of documents in the office.
You would need to scan your document and then either upload it against a link in the record, or attached to an event.
To attach it to a link:
Go to the ‘Links’ tab of the property record. You’ll need to have a link set up for the market appraisal form – this is something a super user would do in configuration. When adding new links you choose whether they are to be visible online or not, so you’d need to ensure that this link wasn’t set to be visible.
Click ‘Edit’ next to the link. This will open a select box for you to upload the file from your computer.
To attach it to an event:
Go to the ‘Events’ tab of the property record and click ‘New Event.’ A new window will open:
This will return you to the events log with the new event listed. You can filter on event type at the top of the tab to quickly locate your document in the future should you need to.
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