Knowledge Base

Getting started with Propy’s Document Storage

You can access the storage by clicking on the folder icon on the right side of the screen. When a document is uploaded to any deal step it will automatically appear in the storage. The Storage files can be accessed anytime.

To upload a single file you can drag and drop it in the designated area, while if you’re looking to upload multiple ones, you can click on the “Add Files” button.

You can upload files as large as 50 megabytes to Propy.

You can also forward documents directly in the transaction via email. All you need to do is copy the transaction’s email address and forward the emails that contain the documents you need, so they can be accessible from the Storage section as well.

Next Topic

Document Audit

Approve or reject completed documents pending review.

Using E-Signatures

Fill out and sign the deal documents online.

Document Management

Manage your documents and templates.