Articles on: Transactions

Protect Sensitive Data on Transactions with Collaborators


What Information Is Visible To Collaborators?

When you invite anyone to collaborate on a transaction, they are limited to what they can see in order to protect the agent's information along with other sensitive details.


Collaborators cannot see all tabs in the transaction. They can only see the Documents tab and Notes tab. On the Documents tab, Collaborators can only see documents that are unlocked.


To learn more about how to lock documents, read this article.

Updated on: 10/15/2019

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