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Sales Center - Manage Document Storage in Registrant Profile

Sales Center - Manage Document Storage in Registrant Profile

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About Managing Document Storage in Registrant Profile

Upload PDFs, short videos, image files, or Word docs to registrant profiles to ensure you have up-to-date information on your prospects and realtors.

Suggested files for upload:

  • Floor Plan preferences
  • Screenshots of text conversations
  • Cost estimates/pricing
  • Lot information
  • Designer notes/details
  • Options/upgrades
  • Registration cards and realtor registrations

Important Notes:

  • Documents are not encrypted when uploaded and therefore document storage is not suitable for files containing personal information. This includes items such driver’s license or passport pictures, credit card information, and social security numbers.
  • The maximum file size that can be successfully uploaded is 25MB.

Store Documents in Registrant Profile

Important Notes:

  • Documents are not encrypted when uploaded and therefore document storage is not suitable for files containing personal information. This includes items such driver’s license or passport pictures, credit card information, and social security numbers.

  • The maximum file size that can be successfully uploaded is 25MB.

1 – In the registrant profile, click Actions and select Document.

purchaser.jpg2 – Click Choose File.

3 – Find your file and select it. The file name will appear beside Choose File.

4 – Click Upload document.

document2.gifA message will pop up saying the document is Uploading which will change to Complete.

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The document will be listed in the Documents section of the registrant profile.

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Download Stored Document from Registrant Profile

1 – In the registrant profile, go to the Documents section and click on the document name.

This will download the document to your device.

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Remove Stored Document from Registrant Profile

Warning: Once you delete a document from Lasso, it cannot be retrieved.

1 – In the registrant profile, go to the Documents section and click on the three dots to the right of the document name.

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2 – Click Delete. This will remove the document from the registrant profile and from Lasso.

Warning: Once you delete a document from Lasso, it cannot be retrieved.

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