User Guide

v2.5

July 2009

© 2008-2009 LPS Real Estate Group (FNRES) 2600 Michelson Drive; Irvine, CA 92612

All rights reserved. This product or document is protected by copyright and distributed under licenses restricting its use, copying, distribution
and decompilation. No part of this product or document may be reproduced in any form by any means without prior written authorization of
LPS Real Estate Group and its licensors, if any.

RESTRICTED RIGHTS LEGEND: use, duplication, or disclosure by the government is subject to restrictions as set forth in subparagraph
(c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227-7013 and FAR 52.227-19.

TRADEMARKS
TransactionPoint, DocCentral, Paragon, Cyberhomes, AgentOffice, FNRES, FNIS BrokerOffice, FNIS HQ Score, SleeplessAgent,
ListingView, MobileAccess, ValueSure, and ValueYourHome are trademarks, registered trademarks, or service marks of FNRES in the United
States and may be protected as trademarks in other countries.

All other product, service, or company names mentioned herein are claimed as trademarks and trade names by their respective companies.

THIS PUBLICATION IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT
NOT LIMITED TO, THE IMPLIED WARRANTEIS OF MERCHANGABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-
INFRINGEMENT.

THIS PUBLICATION COULD INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY
ADDED TO THE INFORMATION HEREIN, THESE CHANGES WILL BE INCORPORATED IN NEW EDITIONS OF THE PUBLICATION.
LPS REAL ESTATE GROUP MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR THE PROGRAM(S)
DESCRIBED IN THIS PUBLICATION AT ANY TIME.

DISCLAIMER: The company examples and the agent examples who work for such companies are not intended to depict any particular
company and were created for illustration purposes only. To provide comprehensive coverage of the features available in the system, all
available features are described herein. This in no way implies that any particular agent at any particular Real Estate company would have
access to all features covered within this guide. Contact your system administrator to verify which features are enabled for your company and
which features you are authorized to access. If you are unable to access a particular feature documented here, that in no way implies the
software is functioning incorrectly.

Printed in the United States of America

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 Table of Contents

1 What is DocCentral™? ...............................................................................................3  

2 System Requirements ................................................................................................3  
3 Getting Started............................................................................................................3  
► Accessing DocCentral ...........................................................................................3  
► Logging in / logging out.........................................................................................3  
► Where to get help (training resources).................................................................4  
4 My Profile ....................................................................................................................4  
► Viewing profile information ...................................................................................4  
► Changing your password ......................................................................................5  
► Uploading a Photo..................................................................................................6  
5 My Files .......................................................................................................................7  
► How to create a new file.........................................................................................7  
► Accessing files .......................................................................................................7  
► Editing property information .................................................................................9  
► Archiving your file ................................................................................................10  
6 Documents ................................................................................................................10  
► Uploading documents..........................................................................................11  
► Faxing documents into DocCentral ....................................................................13  
► Managing Documents ..........................................................................................15  
7 Additional Features ....................................................Error! Bookmark not defined.  
► Integration with Paragon Associated Docs .........Error! Bookmark not defined.  
► Send to Paragon While Uploading to DocCentralError! Bookmark not defined.  

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1 What is DocCentral™?
DocCentral has been designed as a simple, intuitive and cost-effective tool that allows real
estate professionals to manage and organize their documents. Documents are stored on
secure servers and accessible online 24/7 by agents and the clients and vendors they
authorize. By taking transaction documentation off agent laptops and out of filing cabinets,
DocCentral eliminates redundancy, safeguards information, and ensures there will always be
enough space for even the largest document files.

2 System Requirements
• Windows XP SP2 / Windows 2000
• Internet Explorer 6.0 or higher
• Adobe Reader 6.0 or higher

3 Getting Started
► Accessing DocCentral
Each DocCentral site is assigned a unique URL. This unique URL may be obtained by your
site administrator.
1. Open your browser window
2. Enter the unique URL provided by your administrator
3. Click GO or the ENTER key

MLS Registered Users - Many sites are linked through your MLS Provider web site. Please
contact your MLS Provider for assistance in locating the DocCentral link.

Other Users – If you have lost or misplaced the URL, please contact the Agent directly.
Agent Version Users – Your URL is http://www.mydoccentralsite.com.

TIP:: Add DocCentral as a favorite to quickly return to the login page.

TIP:: Add *.mydoccentralsite.com (Agent Version Users) or *.doc.trpoint.com (All Other
Users) as a trusted sites.

► Logging in / logging out

Contact your MLS Provider or Agent to obtain your
username and password for DocCentral.
1. Enter your username in the username field
2. Enter your password in the password field
3. Click LOGIN

The File Center page appears

TIP: Try your MLS username and password or your MLS email address and password.
DocCentral access is typically set up with these credentials.

Agent Version Users: Your login is the email address you used when purchasing DocCentral.
Your password was emailed to you after you completed the registration process.

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► Where to get help (training resources)
MLS Registered Users - Please contact your MLS Provider for assistance with training or
technical support. If you are a Paragon user, you may find additional resources located under
the MLS Docs folder. Typically there is a folder titled “DocCentral” that will contain the most
current information.

Other Users – You should contact the Agent who initiated the DocCentral file or who added
you to the file.

Agent Version Users – You should have received an email containing a Quick Start Guide,
User Guide and link to a recorded training session. If you have misplaced this email, please
contact technical support at 1-866-599-8508 x 3. Please identify yourself as a Single License
User.

► Forgot Your Password

1. From the login page, click the link titled Forgot Password?

The Forgot Your Password? page appears

2. Enter the email address associated with your profile.

3. Click SUBMIT.
4. Your password will be sent to the email address associated with your profile.

4 My Profile
MLS Registered Users -Your profile details will be auto populated with information DocCentral
received from your MLS Provider through an ongoing data feed. You should update your
contact information such as your Company Name and Phone number through your MLS
Provider directly.

► Viewing profile information

1. Click MY PROFILE in the main toolbar.

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 The Profile page appears

Agent Version Users – You may update your profile information as necessary. Click UPDATE
to save your changes.

Agent version profile page contents:

► Changing your password

MLS Registered Users – Follow the same procedure you would to change your MLS
password. Your new password may take up to 24 hours to update in DocCentral depending
on how often the roster data feed is updated. It is recommended you wait 15 minutes before
trying your new password in DocCentral.

Other Users -
1. Login to DocCentral with your current credentials
2. Click MY PROFILE in the main toolbar
3. Enter your new password in the Password field
4. Re-Enter your new password in the Confirm Password field
5. Click UPDATE, your new password is ready for immediate use

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► Uploading a Photo
1. Click MY PROFILE in the main toolbar
2. Click the image to change or edit the current image

The Choose File pop up window appears

3. Select the file where your photo is located by clicking the Look in drop down link
4. Click on the image you wish to upload (the file name will appear below)
5. Click Open and the Profile page appears with your new image
6. Click Update to save your new image.

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5 My Files
► How to create a new file
1. Click CREATE NEW FILE for each property

The PROPERTY INFO page appears

2. Select your respective MLS Board name

3. Select Property Type
4. Input the MLS #
5. Click MLS Search, data from MLS will auto-populate address fields
Optional - manually enter the address details
Optional - enter APN number
Optional - select Est. Closing Date
6. Click SUBMIT, to finish creating the file

Agent Version Users – Your site is not set up with a feed from the MLS therefore your page
has a unique appearance. See below for your Create New File page:

► Accessing files
1. Click MY FILES in the main toolbar to access the File Center

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 The File Center page appears

2. Click the ID# for the file you wish to Open

The Document Center page appears

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► Editing property information
1. Click MY FILES in the main toolbar to access the File Center
2. Click the ID# for the file you wish to Open
3. Click EDIT PROPERTY

The PROPERTY INFO page appears

4. Select your respective MLS Board name

5. Select Property Type
6. Input the MLS #
7. Click MLS Search, data from MLS will auto-populate address fields
Optional - manually enter the address details
Optional - enter APN number
Optional - select Est. Closing Date
8. Click SUBMIT, to update the property information

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► Archiving your file

1. Click MY FILES in the main toolbar to access the File Center

The File Center page appears

2. Click the Active status to reveal the option status change of Archive.

3. Click Archive File

By clicking Archive File, only the status of the file changes. This
allows you to sort or hide archived files on the MY FILES page.

6 Documents
All document actions such as uploading, preparing fax cover pages, emailing and more can be
performed from the Document Center. To view the document Center:

1. Click MY FILES in the main toolbar to access the File Center

2. Click the ID# for the file you wish to Open

The Document Center page appears

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► Uploading documents
1. Next to Add Documents, Choose Select an Action option titled Upload Document-via
Browser

The Upload Document – Via Browser appears

1. Select a Document Title from predefined list OR enter the Document Name
Optional – Document descriptions are pre-defined based on the list of document titles
available. You may remove or edit the predefined description. If you are providing your
own unique document name, a description is defined as a detailed description of the
document you are uploading.
2. Select Document Security
a. Public = Others can see this document
b. Private = Only you will have access to this document
3. Click Browse

The Choose File pop up window appears

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 4. Select the file where your document is located by clicking the Look in drop down link
5. Click on the document you wish to upload (the file name will appear below)
6. Click Open (This places the document location ‘file name’ in the Select File area)
7. Click Upload and Add if you wish to upload another document
OR
Click Upload and Close if you are done uploading documents to this file
OR
Click Cancel to stop the upload process

Note: You can upload the following document types: .doc, .docx, .txt, .pdf, .tif., .rtf, .xls, .xlsx
.ppt, .pptx, .mpp, .jpg, .pub, .gif.

All documents uploaded will be converted to PDF format.

Tip: Be sure your document is properly formatted for printing before uploading documents
such as .ppt and .xls. When you upload a document and it converts to PDF, the document
will be displayed to other users just as it would have been had you printed it before uploading
it to DocCentral.

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► Faxing documents into DocCentral
1. Next to Add Documents, Choose Select an Action option titled Upload Document-via
fax

The Upload Document – Via Fax appears

2. Select a Document Title from predefined list OR enter the Document Name
Optional – Document descriptions are pre-defined based on the list of document titles
available. You may remove or edit the predefined description. If you are providing your
own unique document name, a description is defined as a detailed description of the
document you are uploading.
3. Select Document Security
a. Public = Others can see this document
b. Private = Only you will have access to this document
4. Click CREATE COVER SHEET
5. A PDF version fax cover sheet will display. You may need to click OPEN to display the
PDF document.
6. Print out the fax cover sheet.
7. Fax the cover sheet and the respective document you selected to the toll free number
indicated on the fax cover sheet.

Tip: The fax cover sheet should be the first page of the fax you send.
Tip: You should use a unique fax cover sheet for each document to control document
security individually.
Tip: Disable page scaling when printing fax cover sheets.

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► Emailing documents to a DocCentral file
Each DocCentral file is assigned a unique email address. This unique email address is
needed for sending documents to your DocCentral file online.

Documents attached to an email and sent to the appropriate address will be posted to your file
and available for managing.

To locate the email address each file:

1. Click MY FILES in the main toolbar to access the File Center
2. Click the ID# for the file you wish to Open

The Document Center Page appears:

1. Compose or forward an email to the files’ email address and the document attached to
that email will be posted as a .pdf file with default security set to “Private.”

Note: DocCentral currently supports the following file types for inbound emails: .tiff, .tif, .pdf,
.doc, .docx, .xls, .xlsx, .ppt, .pptx and .pub.

Note: Email content is not posted to DocCentral, only the attachment.

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► Managing Documents
(Security, History Log, Emailing, Faxing, Moving, Printing, Removing and Renaming)

You can manage your document by accessing the document center.

The Document Center

Managing documents: Security Settings

You may control who has access to each document provided you are the person who
uploaded the document originally. Document security is defined as defining access to a
document you have posted to DocCentral.

1. Locate and click on the “ ” next to the document you wish to change security
access for.

The Document Security Settings page appears

2. Select the appropriate security for your document

a. Public = All users can see this document
b. Private = Only you have access to this document
3. Click Change

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 Users are asked to enter contact information and the access code that you’ve provided.

Managing documents: Document history

The Document Log/History retains and tracks who has accessed your document and
what day/time they viewed the document. To view the history log:

1. Locate and click on the “ ” next to the document you wish to view the
Document history for.

The Document History page appears displaying who has viewed your document

Managing documents: Document description

For a more detailed description of each document, click on the “ ” next to the
document name.

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 Managing documents: Emailing a document
There may be instances where you wish to send the document from DocCentral to
another party by email.
1. Click the ‘checkbox’ to select a document you want to email
2. Select Work with Document drop down menu item marked “email”

The Email Document message page appears

3. Enter Recipients email addresses

4. Enter a Subject
5. Enter your Message
6. Click SEND

Managing documents: Faxing documents from DocCentral

There may be instances where you wish to send the document from DocCentral to
another parties fax machine.
1. Click the ‘checkbox’ to select a document you want to fax
2. Select Work with Document drop down menu item marked “Fax”

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 The Fax Document message page appears

3. Enter up to 5 Recipients name and fax numbers

4. Enter a Subject
5. Enter your Message
6. Click SEND

Note: DocCentral limits the number of fax pages you can send at one time to 50. If you
exceed this size limitation an error message will be displayed. Simply choose to send
faxes in smaller batches.

Managing documents: Moving a document

DocCentral allows the function of taking a document from one file and moving it to
another file.
1. Click the ‘checkbox’ to select a document you want to move
2. Select Work with Document drop down menu item marked “Move”

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 The Move Document page appears

3. Select Move document(s) to file drop-down and choose the file where you wish
to have the document moved
4. Click MOVE

Managing documents: Printing one or more documents

1. Click the ‘checkbox’ to select a document(s) you want to print.
2. Select Work with Document drop down menu item marked “Print.”
3. A PDF window with your documents(s) will display.
4. Click the printer icon from the PDF window displayed.

Tip: If you have pop up blockers, you may want to try holding down the “control” key while
clicking the print option. This will temporarily bypass the pop-up blocker.

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 Managing documents: Removing documents
Removing a document from DocCentral is a permanent unrecoverable action. Be sure
you select the appropriate document before selecting remove.

1. Click the ‘checkbox’ to select a document you want to remove

2. Select Work with Document drop down menu item marked “Remove”

The Remove Document page appears

3. Verify the document(s) listed are those document(s) you wish to remove
4. Click REMOVE

Managing documents: Renaming documents

1. Click the ‘checkbox’ to select a document you want to rename

2. Select Work with Document drop down menu item marked “Rename”

The Rename Document page appears

3. Select a name from the pre-defined list of document names or type a new
document name
4. Click RENAME

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