Who sees what
Private by default, shared on purpose.
An uploaded document is born private. Nobody else sees it until you share it, and that includes the professionals already linked to the file. Access is granted document by document, not in bulk.
«Manage access»
- You share with one of the closing professionals linked to the record: today, the title attorney and the transaction coordinator. They show up by name, with their role beside them.
- If none is linked, the dialog says so and points you to link them from the lead's "Parties" tab.
- And you pick the permission: «View» or «Download». They are not the same, and the difference matters when the document carries client data.
If nobody is linked to the file, the screen does not leave you stuck: it sends you to the Parties tab. First you link the professional, then you share the document.
The card says it out loud
Every document shows its state at a glance: «Private», or «Shared with» and the number. You do not have to open anything to know what has left the brokerage and what has not.
Revoking is immediate
Removing a permission cuts access on the spot. But whatever was already downloaded stays downloaded: no system on earth undoes that, and it is precisely why the «View» permission exists.
Deleting is not up to whoever uploaded
An agent does not delete: they hit «Request deletion» and write a reason, with a minimum length the screen counts for them. An agency manager approves or rejects it, and both answers reach the person who asked.
The manager does delete directly. And either way, the access log is kept: the file disappears, its history does not.