Outcome
You will organize active documents and choose the correct action without overwriting, orphaning, or prematurely deleting work.
Navigation path
Documents
Access
Document actions depend on ownership, collaboration, team role, and current plan.
On this page
What you will accomplish
Goals
- Find a document quickly
- Choose Duplicate, Convert, Share, Transfer, or Trash correctly
- Restore recoverable work
Before you start
Data, sources, and access to prepare
- A saved CREBuilder document
- Permission for the intended document action
Prepare these details
- Confirm the document name, property address, creator, and modified date
- Know whether content, ownership, or package type must change
- Ask the owner before transferring or permanently deleting shared work
Complete the task
- 1
Locate the document
Documents
Use one filter or search term to find the intended row.
Expected result: The matching document remains visible.
If this does not happen: Clear filters and search by a distinctive part of the address if no result appears.
- 2
Open the action menu
Documents > document row
Select the row action menu.
Expected result: Only actions currently available to your role are displayed.
If this does not happen: If an expected action is absent, verify ownership or ask a team administrator.
- 3
Choose the document action
Document action menu
Select one action that matches the intended result.
Expected result: A confirmation or configuration dialog opens.
If this does not happen: Cancel the dialog and use the action-reference table if the result description is not what you intend.
- 4
Confirm the target
Action dialog
Select the target package or teammate when the action requires one.
Expected result: The dialog names the exact destination.
If this does not happen: Return to the list and verify the correct document if the target information is unexpected.
- 5
Confirm the action
Action dialog
Select the final confirmation once.
Expected result: CREBuilder reports completion and refreshes the document list.
If this does not happen: Do not repeat the action while it is processing; refresh the list before retrying.
Document action reference
| Action | Result | Original |
|---|---|---|
| Duplicate | Creates an independent copy | Remains unchanged |
| Convert | Creates a new supported package from saved property data | Remains unchanged |
| Share | Adds permitted collaboration | Keeps its owner |
| Transfer or Reassign | Changes responsibility or ownership | May leave the prior owner with different access |
| Move to Trash | Removes the item from active lists | Recoverable for 30 days |
Verify before you finish
- The intended document changed
- Any new copy has a distinct identity
- Ownership and collaborators are correct
- A trashed item appears in Trash
Troubleshooting and next steps
An action is unavailable.
Likely cause: The document, role, package, or plan does not permit it.
- Confirm who owns the document.
- Ask an Admin to perform or authorize the action.
A document was moved to Trash by mistake.
Likely cause: The delete confirmation was accepted.
- Open Documents > Trash within 30 days.
- Select Restore for the correct item.
Final verification
- Documents > document row: Only actions currently available to your role are displayed.
- Document action menu: A confirmation or configuration dialog opens.
- Action dialog: The dialog names the exact destination.
- Action dialog: CREBuilder reports completion and refreshes the document list.
- No blocking warning, failed status, or unresolved validation message remains in the completed workflow.