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Video instructions and help with filling out and completing Dd 1750

Instructions and Help about Dd 1750

True" Good morning Keller Williams and welcome back to the KW Command 66 Day Challenge 5.0. Today is day 36. So we've been talking about opportunities and today is no different, continuing that series. Today we're going to talk about your ability to submit those documents that you have in through Command and create folders inside of so that when you're pulling documents in from Command, you kind of have things organized. So let's dive into that. We're going to go into the Opportunities applet, of course, our sixth one down, the handshake icon. We're going to pull up the opportunity that we've been working on here, 0123 Quack Lane. We're going to get into Documents and we now have all of our documents inside of, right? They have been signed, we've sent them off, we've put in the initials, the signatures, everything's been signed. Now, it's time to add them to our opportunity so that we can submit to our compliance broker. I've shown you this before, but this is just kind of in that series, the real-life example. I have a couple of options. I can add a single file, and I want to choose the source since we have them in, let's go ahead and choose as our source. And then you can see, okay, here are all of the documents that are inside of our room right now. And so we are looking for, I totally forgot what the name was, a listing worksheet. So we're going to add a file, we're going to go to, we're going to look for the listing worksheet, here it is, and we will assign that document to that placeholder. So you can easily see, here's the file name. I can even click on the file to make sure that this...