THIS NEW FEATURE IS COMING SOON!
The public upload feature allows users outside the Broker Brain system to add comments or upload documents to an existing note without the need for Broker Brain access. See below for information on how to enable this feaure.
Enabling the Public Upload Feature
1. From the desired note, select the Allow public upload checkbox, shown circled below.
A URL will appear. This URL is unique to this specific note:
2. To notify outside users that they can now add to the note, copy and send the URL via email to the individuals for whom you wish to grant note access.
3. When a note or attachment has been added through the URL, it will display beneath the URL in your Notes screen. In the screen shot below, you can see that a vendor Invoice was added, along with the note, "Attached is the June Invoice". Above the comment you can see the name of the individual who submitted this information, along with the date and time the information was added.