SAVING, FINDING AND EMAILING DOCUMENTS

Listing Documents, Disclosures, Purchase Offers, Addendum’s

FINDING THE BLANK COPY OF THE DOCUMENT

Locate the correct folder on the desktop (purchase offers and addendums for this demonstration)

Double click to open Find the file you need (purchase offer for this

demonstration)

PERSONALIZING THE DOCUMENT

Double click to open the document

Type in the information

SAVING THE PERSONALIZED DOCUMENT Click on File in top left corner of the

document

Click on Save As…

The Save as… dialog box will open

Click the box that says ‘Save in’ and choose Desktop from the drop down list

Find the folder with your name and double click it…

This will open your personal folder

Go down to where it says ‘File Name’ and give the document a distinctive name and click Save

The dialog box will close and the document should now have its distinctive name

As long as the document name is correct, you can safely close the document.

Locating the document

FINDING A SAVED DOCUMENTS

On the Desktop locate the folder with your name and double click it to open it..

Locate the document you are looking for and double click to open it.

EMAILING SAVED DOCUMENTS

Go to the Compose Email screen

TYPE IN THE RECIPIENT AND THE SUBJECT AND CLICK ‘ATTACH FILES’

When the dialog box comes up click on ‘Look in’ and choose ‘Desktop’ from the drop down menu

Find the folder with your name on it and double click to open it. Once open locate the document- double click the document …

The document is now attached to the email and you are ready to send!