An attachment can be added to a note at any time. Attachments are stored with the note on which they were added. To view all documents attached to a property, click on the Documents sub tab (for more information on using this tab, click here). To Add an Attachment:
1. Click the Add Attachment button.
3. Locate the file you wish to add and double-click it.
4. Once all files have been selected, click the green Add button. The attachment(s) will display in the note as seen below.
Important:
5. All documents added into Broker Brain can be accessed from the tab on which they were added, but they are also collectively stored in the Properties > Documents tab, in either the Documents section or the All Attachments section (as shown highlighted below). In the screen shot above, note that adjacent to the attachment name is a field that says No Type. If you leave the type set as No Type, the document will be kept in the All Attachments sub tab. If you specify a type, it will be stored in the Documents sub tab, under the category you select. Additional types can be added in Admin>Types under the Documents tab.
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Properties Tab > Notes >