Office File Manager Screens:

The Office Admin for your office may now choose the office to search if you have more than one, or leave the default set to All Offices.  You may pick a specific user to search in the User drop down list and select a file Status.  Finally, you can enter additional search criteria such as File Name, MLS Number, etc. or leave it blank to display all files for the above criteria.

The search results will now display and utilize a hover menu.  When your mouse hovers over any name on the right hand side of the page under the Participants heading, you will see the office that participant belongs to and their role(s) in that file. 

If you hover over the name of the file you will see a new list of available options. The new options allow you to choose a user to proxy (make changes on behalf of) when editing a file. The information displayed in the file will be dependent on the user you choose to proxy and their role(s) in the file. The Office Admin will also be able to see and add users that this individual (the agent) can see and add and you will only be able to view and upload documents based on that user's permissions, etc.

Any changes made to the file by an Admin will display with that participant's name and the admin name in parentheses (), indicating that the changes were made on that users behalf.

The new Transfer Files function allows you to bulk transfer files from one user to another  (for the office admin).  To access this new feature, go into your User Admin screen and you will see a new option called Transfer Files.   Instead of the Move User function it will say Transfer User.

A new feature for brokers with multiple offices, when the broker's admin or the broker wishes to access all offices and all files.  NTREIS may assign a Firm ID to a group or offices. Any user assigned the new role of Firm Admin will now have access to all users and all offices with the same Firm ID. The purpose of this enhancement is to allow for a Head Broker or Admin to access all files for all offices in cases where multiple offices exist.  Please contact Cindy Cocklin at NTREIS to have this feature activated for your office.