Reesio Support Center

Upload and Delete Documents

Last Updated: Jan 24, 2015 01:15PM PST
Reesio offers unlimited storage of documents at no additional cost. This means that you can upload as many files and as large of a file sizes as you want. For best loading time performance, you should try and keep document sizes to less than 25 MB per document.

**NOTE: Only PDF files are currently accepted for uploading

To upload unlimited documents, click the "Documents" tab in the Transaction Dashboard, and then click the "Upload" icon:

To delete one or more documents, first check the box(es) on the right-hand side next to the document(s) that you want to delete. Secondly, click on the "More Actions" icon in the top row. Finally, select the "Delete" option:

NOTE: For compliance purposes, Reesio does not allow you to delete documents that have been linked to tasks for Compliance review. So if you receive a message telling you that you are unable to delete a document because it's linked to a Compliance task, you'll first need to unlink the document before it can be deleted. If you're not a brokerage admin, you won't be able to unlink the document yourself, and you'll need to first check with your brokerage admin to see if he/she is willing to unlink the document for you to delete.
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