Transactions

New document copies

Copy newly filed transaction documents to each file's mapped cloud folder

When Joymore files a new transaction document

What Joy does

When Joymore files a new transaction document, copy eligible documents to the mapped cloud folder. This does not synchronize edits, replacements, or deletions.

Who it's for

Transaction coordinator or operations lead.

Storage app

Choose one app for this automation.

During setup

Joy will help you:

  • Choose the connected account and each transaction's existing destination folder.
  • Choose which newly filed documents to copy and their file names.
  • Choose how to recognize an existing copy, including copies made at Active entry.

Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.