Organizing with Folders
Use folders to keep your transaction documents organized.
Default Folders
Every relay starts with seven default folders: Contract Documents, Disclosures, Addendums, Title & Escrow, Inspection, Loan Documents, and Other. These cover the most common categories in real estate transactions.
Managing Folders
You can customize your folder structure:
- Create a folder — Click the + button in the folder section to add a new folder.
- Rename a folder — Click on the folder name to edit it inline.
- Reorder folders — Drag and drop folders to rearrange them.
- Delete a folder — Remove empty folders (documents inside must be moved first).