Streamline Document Management with SAM's New File Tagger

Keeping track of documents can be a daunting task. With SAM's latest enhancement, the File Tagger, managing your documents becomes simpler and more efficient. Here's how this feature can significantly improve your workflow.

Setup: Customizing Your Document Management

The File Tagger allows you to create tailored groups of documents for Contacts, Properties, Listings, Transactions, or Projects. Here’s how to get started:

• Access the File Tag Groups under Menu Options in the Setup section.
• Select the type of record you want to configure.
• Choose from existing groups like Listing Documents or Closing Documents, or create your own.
• Label each group, and define slots for specific documents like Signed Contracts or Inspections.
• Prioritize slots by dragging them to reorder, marking important documents as Required.
• Set Typical counts for slots where you usually have multiple files, like several listing photos.
• Designate one group as the default for an efficient tagging experience.

Using the File Tagger: A Practical Guide

Once your groups are set up, navigating the File Tagger is straightforward:

• In any Files tab, click on Expand for a larger view, and then select Tagger to open the tagging workspace.
• Choose your desired tag group from the dropdown menu; this determines which slots you'll be working with.
• To tag a document, simply drag it into the corresponding slot, or select the file and click the slot.
• Files can belong in multiple categories, allowing for flexible organization.
• Keep track of your tagging progress: a red border indicates a missing required document, amber shows some but not the usual count, green means you are at or above the typical count, and gray indicates an optional slot is empty.
• Utilize filters on the left to focus on untagged files or those not in the current group.
• You can preview files easily and upload documents directly into slots.

The best part? Once you finish tagging, the Files list updates automatically, streamlining your workflow and saving you time.

Why This Matters for Real Estate Agents

Efficient document management can significantly impact your productivity and client satisfaction. By utilizing the File Tagger, you not only keep your documents organized but also ensure that all necessary files are accounted for during transactions. This means less stress for you and a smoother experience for your clients.

Get started with the File Tagger today and take the hassle out of document management in your real estate business!