The Files section has received a major upgrade! You can now manage your own documents and images while accessing important resources provided by your brokerage.
Select the Files tab from the left-hand menu.
Use the tabs at the top to toggle between:
My Files / My Images: 👤 Your private storage with full control.
Company Files / Company Images: 🏢 Brokerage resources available for download.
You can upload directly or create folders to keep your business neat.
Option A: Manual Upload
Select My Files or My Images.
Click Upload a File to drag-and-drop your items, OR click Create Folder 📁 to group your documents.
Pro-Tip: You can create folders inside of folders for ultimate organization!
Option B: Email to My Files Want to save an attachment quickly while on the go?
Send an email to: youruserid@yourbackatyouofficedomain.com
Subject Line: This becomes the folder name in your CRM.
Attachment: The file will automatically appear in your My Files section.
Every file and folder has a three-dot action button that unlocks powerful tools:
Basic Actions: Preview, Download, Rename, or Move.
Email & Share: Send a file directly via email or generate a Shareable URL. 🔗
Use this for large files that are too big for standard email attachments!
✂️ Split PDF: This is a lifesaver! If you have one large PDF, select Split PDF, name your new files, and choose which pages belong to each. Back At You will create separate documents for you instantly.
Need a company logo or a specific disclosure form?
Select the Company Images or Company Files tab.
Images: Click any image or folder to automatically download it to your computer. 📥
Files: Use the three dot action button to Preview, Download, or Email the brokerage documents directly to a client.
📑 Save Time on Paperwork: When you receive a large "fully executed" contract package, use the Split PDF tool to break it into individual documents (like the Appraisal, Inspection, and Disclosures) in seconds!