Organize Files & Send Documents

This guide provides step-by-step instructions for organizing and sending documents in Scarlett. It covers navigating to the system, creating folders, moving files, adding recipients, and sending documents with access codes and subjects. If you need to efficiently manage and send documents in the Scarlett system, this guide will help you streamline the process.

1) Click on the deal you want to edit in the Deal Dashboard. Here we will choose Deal # 400.

2) Next, go to the upper menu and select "Documents and Forms"

3) Click on "New" and create a new folder

4) Name the folder and click "OK". Here we will name it "TEST".

5) To move documents to the folder, click on the tick boxes next to the documents and then click the actions button in the top right.

6) Then, click "Move To" and click the folder you want to move it to. Here we will move it to "TEST".

7) Now you have created a folder and organized your documents within the folder

8) Now let's look at how to send documents in our documents and forms page. Let's select some documents out of our test folder to send.

9) After selecting the documents you want to send, click the "Actions" button and click "Add to Bucket"

10) If you haven't created a bucket before you will need to create one. To do this simply click on "Create Bucket" which will open a new pop-up window.

11) Here we can give the bucket a name as well as adding notes to detail what the bucket is for. Click "Save" when you are finished.

12) Select the tick box beside our new bucket and press "OK"

13) In the new pop-up window, you can see the contents of the bucket

14) In this pop-up, you can add recipients to the bucket and delete contents within the bucket. Let's add a recipient by clicking on the blue "Add Recipients" button.

15) This will load in a new pop-up menu. In this menu you can choose a recipient by searching their Name, Phone, or Address. You can also select a recipient or filter by active recipients only.

16) For example, let's search up John

17) You have the opportunity to edit this new pop-up by pressing edit on the top right or deleting the bucket altogether

18) In this case we are just going to send it to John, so press "Send"

19) In the new e-mail template, you have the opportunity to customize the e-mail that's going to be sent

20) In this section you can change your e-mail, add a subject, and write something in the body of the e-mail. The access code now automatically generates and does not require your input.

21) You will get a confirmation pop-up of the Email being successfully sent

22) The system will automatically generate two emails to your client, one with the access code and the second with the link to access the documents