View & Email Coversheets

Use coversheets to save and share a transaction's key details in a clean, formatted PDF.

Introduction

A coversheet is automatically generated for every transaction, providing an overview of the transaction in a savable and shareable format. 

You can view and email coversheets from transactions to easily share the most up to date key details with co-agents, clients, or others.

The coversheet can be customized to meet your office's specific needs by a master admin. Learn more →

View A Coversheet

View a transaction coversheet PDF.
Who Can Do This? Agents and admins can view coversheets on transactions they have access to view.

To view a transaction coversheet:

  1. Go to a transaction.
  2. Click [coversheet].  The coversheet PDF will open in a new window where you can view it.

Email A Coversheet

Email a coversheet to easily share the most up to date key details with co-agents, clients, or others.
Who Can Do This? Agents and admins can email coversheets from transactions they have access to view.

To email a transaction coversheet:

  1. Go to a transaction.
  2. Scroll down and click [Note / Email] just above the Documents area.
  3. Check the box next to [Attach this transaction's coversheet].
  4. Optionally, include contacts by checking the box next to [Include contacts in this coversheet].
  5. Continue & complete your message, then send it. Learn more about Emailing Docs & Notes from Transactions →