You have two options when adding documents to a deal room. You can either utilize GIC documents or upload a pdf that you have filled out elsewhere. If you utilize GIC documents, you are able to autofill those documents from information within GIC (like MLS information, assessor data, and data directly from the other side of the transaction).

Adding GIC Documents

1. Click "Add DORA Document" (note, if your brokerage has onboarded to GIC, you will also see any brokerage documents or "document packages" that have been purchased and provided (Frascona, Damian Cox, etc)).

2. Select as many documents as you'd like to be added to the transaction.

Note: Any document added to your Deal Room will not be accessible by the buy side agent until you have shared it with them via the "Share Docs with Buyer's Agent" button.

Uploading PDF Documents

1. Click "Upload PDF Document"

2. Drag and Drop your PDF or click to browse/select.

3. Select Document Type from dropdown (CBS, Counter, Amend, Termination, Disclosure/Misc)

4. Select who has signed from dropdown (e.g., buy side, sell side, no signatures, all parties)

5. Fill out details (this allows GIC to track important information in the system, automatically updating the transaction).

6. Fill out Dates and Deadlines (all dates and deadlines if a CBS, on a Counter or Amend ONLY fill in dates that are being changed/updated).

7. Once completed, click Finish to be taken into the document view.

8. If you need to add signature boxes or text fields to the document, select "Configure Fields" and select the identity of the person in the blue bar on the left - then the type of field you'd like to add.

9. Drag to resize the signature boxes on the contract, then click 'Done Configuring'.